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

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

Fund

ISIN LU0605964096 / Valor 12702349

NAV (2024-12-19)
EUR 165.63-1.67%

JPMorgan Investment Funds - Global Balanced Fund T (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 C2 (acc) - EUR (hedged)
JPM Global Balanced C2 (acc) - EUR (hedged) JPM Global Balanced C2 (acc) - EUR (hedged)
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Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 104.02
JPM Global Balanced C (dist) - USD (hedged)
JPM Global Balanced C (dist) - USD (hedged) JPM Global Balanced C (dist) - USD (hedged) Valor: 22351493
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 188.60
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
-1.67%EUR 151.56
JPM Global Balanced X (acc) - USD (hedged)
JPM Global Balanced X (acc) - USD (hedged) JPM Global Balanced X (acc) - USD (hedged) Valor: 22035494
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 154.58
JPM Global Balanced C (mth) - USD (hedged)
JPM Global Balanced C (mth) - USD (hedged) JPM Global Balanced C (mth) - USD (hedged) Valor: 22035465
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 214.45
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
-0.02%EUR 162.98
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
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Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 1,915.98
JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR Valor: 1309878
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Annual Return

-50%0%+50%

Risk level

110
-1.67%EUR 213.64
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
-0.02%EUR 169.79
JPM Global Balanced A (mth) - USD (hedged)
JPM Global Balanced A (mth) - USD (hedged) JPM Global Balanced A (mth) - USD (hedged) Valor: 22035430
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 197.71