JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR header image

JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR

Fund

ISIN LU1727361229 / Valor 39419179

NAV (2024-12-20)
EUR 127.01-0.65%

JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR
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General Objective

The fund aims to provide long-term capital growth and income by investing primarily in companies and debt securities issued or guaranteed by governments or their agencies globally, using derivatives where appropriate.

Fund Exposure

The fund follows a multi-asset approach, combining asset allocation with bottom-up expertise leveraged from specialists from JPMorgan Asset Management's global investment platform. It actively manages equity and bond strategies with a balanced risk profile.

Risks

Investors in this fund are exposed to various risks, including risks from the fund's techniques and securities such as derivatives, hedging, short positions, debt securities, and emerging markets equities. Additionally, there are further associated risks such as credit, currency, interest rate, liquidity, and market risks that could impact the value of the investment.

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Source

https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-global-balanced-i2-acc-eur-lu1727361229

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

JPM Global Balanced D (acc) - USD (hedged)
JPM Global Balanced D (acc) - USD (hedged) JPM Global Balanced D (acc) - USD (hedged) Valor: 22035523
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Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 224.11
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 2,217.41
JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR Valor: 847121
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 1,903.56
JPM Global Balanced C2 (acc) - EUR (hedged)
JPM Global Balanced C2 (acc) - EUR (hedged) JPM Global Balanced C2 (acc) - EUR (hedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 101.62
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 164.55
JPM Global Balanced C (dist) - USD (hedged)
JPM Global Balanced C (dist) - USD (hedged) JPM Global Balanced C (dist) - USD (hedged) Valor: 22351493
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 184.35
JPM Global Balanced C2 (mth) - USD (hedged)
JPM Global Balanced C2 (mth) - USD (hedged) JPM Global Balanced C2 (mth) - USD (hedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 101.41
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%EUR 159.23
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 150.57
JPM Global Balanced C (mth) - USD (hedged)
JPM Global Balanced C (mth) - USD (hedged) JPM Global Balanced C (mth) - USD (hedged) Valor: 22035465
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 209.62