JPM Global Balanced I (acc) - USD (hedged) header image

JPM Global Balanced I (acc) - USD (hedged)

Fund

ISIN LU0972074701 / Valor 22351531

NAV (2024-12-19)
USD 123.06-1.63%

JPM Global Balanced I (acc) - USD (hedged)
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to provide long-term capital growth and income by investing primarily in companies and debt securities issued or guaranteed by governments or their agencies globally, using derivatives where appropriate.

Fund Exposure

The fund follows a multi-asset approach, combining asset allocation with bottom-up expertise leveraged from specialists from JPMorgan Asset Management's global investment platform. It actively manages equity and bond strategies with a balanced risk profile.

Risks

Investors in this fund are exposed to various risks, including risks from the fund's techniques and securities such as derivatives, hedging, short positions, debt securities, and emerging markets equities. Additionally, there are further associated risks such as credit, currency, interest rate, liquidity, and market risks that could impact the value of the investment.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-global-balanced-i2-acc-eur-lu1727361229

Tags:
global equities multi asset msci emerging markets index msci world index j.p. morgan government bond index global

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

JPM Global Balanced C2 (acc) - EUR (hedged)
JPM Global Balanced C2 (acc) - EUR (hedged) JPM Global Balanced C2 (acc) - EUR (hedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 102.28
JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR Valor: 39419179
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.66%EUR 127.84
JPM Global Balanced C2 (mth) - USD (hedged)
JPM Global Balanced C2 (mth) - USD (hedged) JPM Global Balanced C2 (mth) - USD (hedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.63%USD 102.06
JPM Global Balanced C (dist) - USD (hedged)
JPM Global Balanced C (dist) - USD (hedged) JPM Global Balanced C (dist) - USD (hedged) Valor: 22351493
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.63%USD 185.53
JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR Valor: 937751
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 160.26
JPMorgan Investment Funds - Global Balanced Fund A (dist) - EUR
JPMorgan Investment Funds - Global Balanced Fund A (dist) - EUR JPMorgan Investment Funds - Global Balanced Fund A (dist) - EUR Valor: 2491592
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 151.56
JPM Global Balanced X (acc) - USD (hedged)
JPM Global Balanced X (acc) - USD (hedged) JPM Global Balanced X (acc) - USD (hedged) Valor: 22035494
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.62%USD 152.07
JPM Global Balanced C (mth) - USD (hedged)
JPM Global Balanced C (mth) - USD (hedged) JPM Global Balanced C (mth) - USD (hedged) Valor: 22035465
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.63%USD 210.96
JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR Valor: 847121
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 1,915.98
JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR Valor: 1309878
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 213.64