JPMorgan Investment Funds - Global Balanced Fund A (mth) - USD (hedged) header image

JPMorgan Investment Funds - Global Balanced Fund A (mth) - USD (hedged)

Fund

ISIN LU0957039687 / Valor 22035430

NAV (2026-06-15)
USD 214.79+1.29%

JPMorgan Investment Funds - Global Balanced Fund A (mth) - USD (hedged)
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The JPM Global Balanced Fund builds a diversified portfolio by investing in a wide range of global companies and government-issued debt securities. It includes stocks from both developed and emerging markets, as well as bonds from various governments and their agencies worldwide. The fund actively manages these investments using a multi-asset approach, combining expert analysis and strategic allocation to balance growth and income, ensuring a stable and balanced risk profile for long-term capital growth and income.

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

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OTHER SHARE CLASSES OF THIS FUND

JPMorgan Investment Funds - Global Balanced Fund C2 (dist) - USD (hedged)
JPMorgan Investment Funds - Global Balanced Fund C2 (dist) - USD (hedged) JPMorgan Investment Funds - Global Balanced Fund C2 (dist) - USD (hedged) Valor: 13739022
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Annual Return

-50%0%+50%

Risk level

110
1.29%USD 117.44
JPMorgan Investment Funds - Global Balanced Fund C (dist) - USD (hedged)
JPMorgan Investment Funds - Global Balanced Fund C (dist) - USD (hedged) JPMorgan Investment Funds - Global Balanced Fund C (dist) - USD (hedged) Valor: 22351493
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Annual Return

-50%0%+50%

Risk level

110
1.29%USD 209.24
JPMorgan Investment Funds - Global Balanced Fund I (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund I (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund I (acc) - EUR Valor: 2503096
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Annual Return

-50%0%+50%

Risk level

110
1.28%EUR 188.22
JPMorgan Investment Funds - Global Balanced Fund C (acc) - USD (hedged)
JPMorgan Investment Funds - Global Balanced Fund C (acc) - USD (hedged) JPMorgan Investment Funds - Global Balanced Fund C (acc) - USD (hedged) Valor: 22035493
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Annual Return

-50%0%+50%

Risk level

110
1.29%USD 300.38
JPMorgan Investment Funds - Global Balanced Fund I (acc) - USD (hedged)
JPMorgan Investment Funds - Global Balanced Fund I (acc) - USD (hedged) JPMorgan Investment Funds - Global Balanced Fund I (acc) - USD (hedged) Valor: 22351531
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Annual Return

-50%0%+50%

Risk level

110
1.29%USD 143.04
JPMorgan Investment Funds - Global Balanced Fund D (mth) - USD (hedged)
JPMorgan Investment Funds - Global Balanced Fund D (mth) - USD (hedged) JPMorgan Investment Funds - Global Balanced Fund D (mth) - USD (hedged) Valor: 22035525
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Annual Return

-50%0%+50%

Risk level

110
1.28%USD 201.64
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
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Annual Return

-50%0%+50%

Risk level

110
1.28%EUR 182.73
JPMorgan Investment Funds - Global Balanced Fund C2 (mth) - USD (hedged)
JPMorgan Investment Funds - Global Balanced Fund C2 (mth) - USD (hedged) JPMorgan Investment Funds - Global Balanced Fund C2 (mth) - USD (hedged) Valor: 13739039
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Annual Return

-50%0%+50%

Risk level

110
1.29%USD 114.19
JPMorgan Investment Funds - Global Balanced Fund A (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund A (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund A (acc) - EUR Valor: 572022
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Annual Return

-50%0%+50%

Risk level

110
1.27%EUR 2,486.86
JPMorgan Investment Funds - Global Balanced Fund T (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund T (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund T (acc) - EUR Valor: 12702349
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Annual Return

-50%0%+50%

Risk level

110
1.27%EUR 183.17