JPMorgan Investment Funds - Global Balanced Fund D (acc) - USD (hedged) header image

JPMorgan Investment Funds - Global Balanced Fund D (acc) - USD (hedged)

Fund

ISIN LU0957040008 / Valor 22035523

NAV (2026-05-01)
USD 250.22+0.58%

JPMorgan Investment Funds - Global Balanced Fund D (acc) - 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 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
0.58%EUR 183.27
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
0.58%EUR 177.76
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
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Annual Return

-50%0%+50%

Risk level

110
0.58%EUR 140.73
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
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Annual Return

-50%0%+50%

Risk level

110
0.58%EUR 162.42
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
0.58%USD 203.27
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
0.58%USD 111.41
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
0.58%EUR 2,423.77
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%USD 114.06
JPMorgan Investment Funds - Global Balanced Fund C (dist) - EUR
JPMorgan Investment Funds - Global Balanced Fund C (dist) - EUR JPMorgan Investment Funds - Global Balanced Fund C (dist) - EUR Valor: 19873039
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%EUR 158.43
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%USD 197.09