JPMorgan Investment Funds - Global Dividend Fund C (acc) - CHF header image

JPMorgan Investment Funds - Global Dividend Fund C (acc) - CHF

Fund

ISIN LU2730333940 / Valor 13122149

NAV (2024-10-18)
CHF 117.56+0.25%

JPMorgan Investment Funds - Global Dividend Fund C (acc) - CHF
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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

JPM Global Dividend D (div) - EUR (hedged)
JPM Global Dividend D (div) - EUR (hedged) JPM Global Dividend D (div) - EUR (hedged) Valor: 14424975
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Annual Return

-50%0%+50%

Risk level

110
0.07%EUR 136.74
JPMorgan Investment Funds - Global Dividend Fund A (acc) - USD
JPMorgan Investment Funds - Global Dividend Fund A (acc) - USD JPMorgan Investment Funds - Global Dividend Fund A (acc) - USD Valor: 3524679
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Annual Return

-50%0%+50%

Risk level

110
0.14%USD 248.85
JPMorgan Investment Funds - Global Dividend Fund I (Inc) - USD
JPMorgan Investment Funds - Global Dividend Fund I (Inc) - USD JPMorgan Investment Funds - Global Dividend Fund I (Inc) - USD Valor: 51560458
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Annual Return

-50%0%+50%

Risk level

110
0.14%USD 152.13
JPM Global Dividend D (acc) - EUR (hedged)
JPM Global Dividend D (acc) - EUR (hedged) JPM Global Dividend D (acc) - EUR (hedged) Valor: 3524750
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.07%EUR 149.00
JPMorgan Investment Funds - Global Dividend Fund D (acc) - USD
JPMorgan Investment Funds - Global Dividend Fund D (acc) - USD JPMorgan Investment Funds - Global Dividend Fund D (acc) - USD Valor: 3524742
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Annual Return

-50%0%+50%

Risk level

110
0.14%USD 219.18
JPM Global Dividend X (acc) - EUR (hedged)
JPM Global Dividend X (acc) - EUR (hedged) JPM Global Dividend X (acc) - EUR (hedged) Valor: 20054960
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 120.61
JPM Global Dividend C (dist) - EUR (hedged)
JPM Global Dividend C (dist) - EUR (hedged) JPM Global Dividend C (dist) - EUR (hedged) Valor: 22193355
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 163.29
JPMorgan Investment Funds - Global Dividend Fund C (dist) - USD
JPMorgan Investment Funds - Global Dividend Fund C (dist) - USD JPMorgan Investment Funds - Global Dividend Fund C (dist) - USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.14%USD 117.17
JPMorgan Investment Funds - Global Dividend Fund I (acc) - EUR
JPMorgan Investment Funds - Global Dividend Fund I (acc) - EUR JPMorgan Investment Funds - Global Dividend Fund I (acc) - EUR Valor: 3524777
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 185.80
JPMorgan Investment Funds - Global Dividend Fund C (dist) - EUR
JPMorgan Investment Funds - Global Dividend Fund C (dist) - EUR JPMorgan Investment Funds - Global Dividend Fund C (dist) - EUR Valor: 13315805
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 230.52