JPMorgan Investment Funds - Global Dividend Fund A (div) - USD header image

JPMorgan Investment Funds - Global Dividend Fund A (div) - USD

Fund

ISIN LU0714181467 / Valor 14424979

NAV (2024-10-21)
USD 216.26-0.11%

JPMorgan Investment Funds - Global Dividend Fund A (div) - USD
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General Objective

The fund aims to provide long-term capital growth by investing primarily in companies globally that generate high and rising income. It seeks to identify companies with sustainably high dividends and/or sustainable dividend growth potential.

Fund Exposure

The fund is exposed to various regions, with the majority of assets allocated to the United States. In terms of sectors, the fund has significant exposure to technology, banks, industrial cyclicals, and consumer staples. It also holds a diversified portfolio across different market capitalizations.

Risks

Investors should be aware of the investment risks associated with the fund's techniques and securities, such as concentration, hedging, and exposure to emerging markets. Additionally, there are other associated risks including currency, liquidity, and market risks that could impact the value of the fund. Potential outcomes to shareholders include loss of capital, volatility in share value, and the risk of not meeting the fund's objective.

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Source

https://am.jpmorgan.com/fr/en/asset-management/institutional/products/jpm-global-dividend-x-acc-usd-lu0329204118

Tags:
global equities msci all country world index high income

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OTHER SHARE CLASSES OF THIS FUND

JPMorgan Investment Funds - Global Dividend Fund C (dist) - USD
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Annual Return

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Risk level

110
-0.10%USD 117.05
JPMorgan Investment Funds - Global Dividend Fund D (acc) - EUR
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Annual Return

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Risk level

110
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JPM Global Dividend A (acc) - EUR (hedged)
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Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 168.93
JPM Global Dividend D (acc) - EUR (hedged)
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Annual Return

-50%0%+50%

Risk level

110
-0.07%EUR 148.89
JPMorgan Investment Funds - Global Dividend Fund D (acc) - USD
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Annual Return

-50%0%+50%

Risk level

110
-0.12%USD 218.92
JPM Global Dividend A (mth) - USD (hedged)
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Annual Return

-50%0%+50%

Risk level

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-0.06%USD 192.36
JPMorgan Investment Funds - Global Dividend Fund A (mth) - SGD
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Risk level

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0.00%SGD 17.31
JPMorgan Investment Funds - Global Dividend Fund A (mth) - USD
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Annual Return

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Risk level

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JPMorgan Investment Funds - Global Dividend Fund I2 (acc) - EUR
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Annual Return

-50%0%+50%

Risk level

110
-0.01%EUR 122.72
JPM Global Dividend A (acc) CHF
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Annual Return

-50%0%+50%

Risk level

110
-0.28%CHF 116.22