JPM Multi-Asset Income Fund G Monthly - Net Income header image

JPM Multi-Asset Income Fund G Monthly - Net Income

Fund

ISIN GB00BWBSGP30 / Valor 27593596

NAV (2025-02-13)
GBP 1.09-0.27%

JPM Multi-Asset Income Fund G Monthly - Net Income
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General Objective

The fund aims to provide income by investing in a global portfolio of income generating securities, utilizing derivatives when appropriate.

Fund Exposure

The fund is exposed to a multi-asset approach, leveraging specialists from JPMorgan Asset Management's global platform, with a focus on risk-adjusted income. It invests in debt securities, equities, Real Estate Investment Trusts (REITS), and may also invest in China A-Shares, convertible securities, and currencies.

Risks

Risks associated with this fund include exposure to debt securities, equities, and derivatives, as well as potential fluctuations in currency exchange rates. Leverage from derivatives may exceed 175% at times, and the fund may bear little resemblance to its benchmark index.

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Source

https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-multi-asset-income-fund-x-net-income-gb00b4rkr986

Tags:
multi asset income msci world index bloomberg us high yield 2% issuer cap index bloomberg global credit index

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OTHER SHARE CLASSES OF THIS FUND

JPM Multi-Asset Income Fund X - Net Accumulation
JPM Multi-Asset Income Fund X - Net Accumulation JPM Multi-Asset Income Fund X - Net Accumulation Valor: 20607521
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Annual Return

-50%0%+50%

Risk level

110
-0.29%GBP 1.72
JPM Multi-Asset Income Fund C Monthly - Net Income
JPM Multi-Asset Income Fund C Monthly - Net Income JPM Multi-Asset Income Fund C Monthly - Net Income Valor: 23196773
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Annual Return

-50%0%+50%

Risk level

110
-0.28%GBP 1.08
JPM Multi-Asset Income Fund X - Net Income
JPM Multi-Asset Income Fund X - Net Income JPM Multi-Asset Income Fund X - Net Income Valor: 11581495
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Annual Return

-50%0%+50%

Risk level

110
-0.30%GBP 1.34
JPM Multi-Asset Income Fund C - Net Income
JPM Multi-Asset Income Fund C - Net Income JPM Multi-Asset Income Fund C - Net Income Valor: 18533496
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Annual Return

-50%0%+50%

Risk level

110
-0.28%GBP 1.08
JPM Multi-Asset Income Fund C - Net Accumulation
JPM Multi-Asset Income Fund C - Net Accumulation JPM Multi-Asset Income Fund C - Net Accumulation Valor: 18827882
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Annual Return

-50%0%+50%

Risk level

110
-0.28%GBP 1.77
JPM Multi-Asset Income Fund B - Net Income
JPM Multi-Asset Income Fund B - Net Income JPM Multi-Asset Income Fund B - Net Income Valor: 19955036
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Annual Return

-50%0%+50%

Risk level

110
-0.27%GBP 0.62
JPM Multi-Asset Income Fund B - Net Accumulation
JPM Multi-Asset Income Fund B - Net Accumulation JPM Multi-Asset Income Fund B - Net Accumulation Valor: 20588069
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Annual Return

-50%0%+50%

Risk level

110
-0.25%GBP 1.18
JPM Multi-Asset Income Fund G - Net Accumulation
JPM Multi-Asset Income Fund G - Net Accumulation JPM Multi-Asset Income Fund G - Net Accumulation Valor: 27593486
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Annual Return

-50%0%+50%

Risk level

110
-0.28%GBP 1.78
JPM Multi-Asset Income Fund G - Net Income
JPM Multi-Asset Income Fund G - Net Income JPM Multi-Asset Income Fund G - Net Income Valor: 27593481
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.27%GBP 1.09
JPM Multi-Asset Income Fund C2 - Net Accumulation
JPM Multi-Asset Income Fund C2 - Net Accumulation JPM Multi-Asset Income Fund C2 - Net Accumulation Valor: 11907240
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Annual Return

-50%0%+50%

Risk level

110
-0.27%GBP 1.12