JPM Global Strategic Bond A (perf) (div) - EUR (hedged) header image

JPM Global Strategic Bond A (perf) (div) - EUR (hedged)

Fund

ISIN LU0748141156 / Valor 18009667

NAV (2024-12-20)
EUR 57.22-0.14%

JPM Global Strategic Bond A (perf) (div) - EUR (hedged)
UMushroom community rating:

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

The fund aims to achieve a return in excess of its benchmark by exploiting investment opportunities in debt and currency markets, using derivatives where appropriate.

Fund Exposure

The fund uses a globally integrated research-driven investment process to analyze fundamental, quantitative, and technical factors across countries, sectors, and issuers. It takes an unconstrained approach to finding the best investment ideas across multiple fixed income sectors and countries, with a focus on mitigating downside risk. The fund dynamically shifts among sectors and countries and adjusts duration depending on market conditions.

Risks

Investors in this fund are exposed to various investment risks such as concentration risk, derivatives risk, hedging risk, short position risk, and risks associated with specific securities like government debt, equities, and emerging markets. Additionally, the fund is exposed to market, interest rate, and currency risks, which could lead to potential loss and volatility in the value of the fund.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/lu/en/asset-management/per/products/jpm-global-strategic-bond-i-perf-acc-usd-lu0514680239

Tags:
fixed income global bonds ice bofa sofr overnight rate index

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 Strategic Bond D (perf) (div) - EUR (hedged)
JPM Global Strategic Bond D (perf) (div) - EUR (hedged) JPM Global Strategic Bond D (perf) (div) - EUR (hedged) Valor: 11376218
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 52.45
JPM Global Strategic Bond A (perf) (acc) - EUR (hedged)
JPM Global Strategic Bond A (perf) (acc) - EUR (hedged) JPM Global Strategic Bond A (perf) (acc) - EUR (hedged) Valor: 11376198
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 100.19
JPMorgan Funds - Global Strategic Bond Fund A (mth) - USD
JPMorgan Funds - Global Strategic Bond Fund A (mth) - USD JPMorgan Funds - Global Strategic Bond Fund A (mth) - USD Valor: 26530614
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%USD 92.03
JPM Global Strategic Bond I (acc) - EUR (hedged)
JPM Global Strategic Bond I (acc) - EUR (hedged) JPM Global Strategic Bond I (acc) - EUR (hedged) Valor: 26530663
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%EUR 93.27
JPM Global Strategic Bond T (perf) (div) - EUR (hedged)
JPM Global Strategic Bond T (perf) (div) - EUR (hedged) JPM Global Strategic Bond T (perf) (div) - EUR (hedged) Valor: 12407493
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.16%EUR 45.06
Jpmorgan Funds - Global Strategic Bond Fund C perf (acc) - EUR
Jpmorgan Funds - Global Strategic Bond Fund C perf (acc) - EUR Jpmorgan Funds - Global Strategic Bond Fund C perf (acc) - EUR Valor: 11910850
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%EUR 116.93
JPM Global Strategic Bond A (perf) (acc) - CHF (hedged)
JPM Global Strategic Bond A (perf) (acc) - CHF (hedged) JPM Global Strategic Bond A (perf) (acc) - CHF (hedged) Valor: 13566923
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%CHF 96.71
JPM Global Strategic Bond C (perf) (acc) - PLN (hedged)
JPM Global Strategic Bond C (perf) (acc) - PLN (hedged) JPM Global Strategic Bond C (perf) (acc) - PLN (hedged) Valor: 14210352
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.14%PLN 585.38
JPM Global Strategic Bond D (perf) (acc) - PLN (hedged)
JPM Global Strategic Bond D (perf) (acc) - PLN (hedged) JPM Global Strategic Bond D (perf) (acc) - PLN (hedged) Valor: 14210356
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%PLN 486.39
JPMorgan Funds - Global Strategic Bond Fund D (perf) (mth) - USD
JPMorgan Funds - Global Strategic Bond Fund D (perf) (mth) - USD JPMorgan Funds - Global Strategic Bond Fund D (perf) (mth) - USD Valor: 18861415
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.14%USD 76.24