JPM Global Equity Income Fund B - Hedged Net Accumulation
Fund
ISIN GB00BJ4T0C77 / Valor 47783094
NAV (2024-10-22)
GBP 2.06-0.82%
JPM Global Equity Income Fund B - Hedged Net Accumulation
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General Objective
The fund aims to provide income and capital growth over the long-term (5-10 years) by investing at least 80% of its assets globally in equities across various economic sectors.
Fund Exposure
The fund primarily focuses on investing in equities of companies worldwide, including emerging markets, that generate income. It may also have significant positions in specific sectors or countries from time to time. Additionally, the fund may invest in small capitalization companies, cash, and near cash on an ancillary basis.
Risks
Some of the risks associated with this fund include market risk, currency risk, concentration risk due to potential significant positions in specific sectors or countries, as well as risks associated with investing in small capitalization companies. Additionally, the fund may use derivatives for efficient portfolio management and hedging, which also carry their own set of risks.