JPMorgan Investment Funds - Global Income Conservative Fund D (inc) - (mth) EUR header image

JPMorgan Investment Funds - Global Income Conservative Fund D (inc) - (mth) EUR

Fund

ISIN LU1555764056 / Valor 35475238

NAV (2025-03-10)
EUR 75.80-0.43%

JPMorgan Investment Funds - Global Income Conservative Fund D (inc) - (mth) EUR
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to provide regular income by investing primarily in a conservatively constructed portfolio of income generating securities globally, and through the use of derivatives.

Fund Exposure

The fund utilizes a multi-asset approach, leveraging specialists from around JPMorgan Asset Management's global investment platform, with a focus on risk-adjusted income. It may vary its allocation in response to market conditions, aiming to have a higher allocation to debt securities than to other asset classes.

Risks

The fund is subject to investment risks and other associated risks from the techniques and securities it uses to seek its objective. These risks include derivatives, hedging, securities in China, contingent convertible bonds, and more. Potential outcomes to shareholders include loss of capital, volatility in share value, and failure to meet the fund's objective.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/lu/en/asset-management/per/products/jpm-global-income-conservative-d-acc-eur-lu1458464713

Tags:
bloomberg global aggregate index multi asset income msci world index bloomberg us corporate high yield 2% issuer capped index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

JPMorgan Investment Funds - Global Income Conservative Fund D (div) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund D (div) - EUR JPMorgan Investment Funds - Global Income Conservative Fund D (div) - EUR Valor: 33394813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%EUR 76.24
JPMorgan Investment Funds - Global Income Conservative Fund X (acc) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund X (acc) - EUR JPMorgan Investment Funds - Global Income Conservative Fund X (acc) - EUR Valor: 34049096
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%EUR 108.29
JPMorgan Investment Funds - Global Income Conservative Fund C (acc) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund C (acc) - EUR JPMorgan Investment Funds - Global Income Conservative Fund C (acc) - EUR Valor: 33394753
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%EUR 113.67
JPMorgan Investment Funds - Global Income Conservative Fund D (acc) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund D (acc) - EUR JPMorgan Investment Funds - Global Income Conservative Fund D (acc) - EUR Valor: 33394811
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%EUR 104.07
JPMorgan Investment Funds - Global Income Conservative Fund I2 (acc) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund I2 (acc) - EUR JPMorgan Investment Funds - Global Income Conservative Fund I2 (acc) - EUR Valor: 45897338
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%EUR 112.43
JPMorgan Investment Funds - Global Income Conservative Fund C (inc) - USD
JPMorgan Investment Funds - Global Income Conservative Fund C (inc) - USD JPMorgan Investment Funds - Global Income Conservative Fund C (inc) - USD Valor: 33714988
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.61%USD 97.64
JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - EUR JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - EUR Valor: 33394016
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%EUR 107.08
JPMorgan Investment Funds - Global Income Conservative Fund A (dist) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund A (dist) - EUR JPMorgan Investment Funds - Global Income Conservative Fund A (dist) - EUR Valor: 33394029
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-3.62%EUR 87.69
JPMorgan Investment Funds - Global Income Conservative Fund T (acc) - EUR
JPMorgan Investment Funds - Global Income Conservative Fund T (acc) - EUR JPMorgan Investment Funds - Global Income Conservative Fund T (acc) - EUR Valor: 34049090
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.04%EUR 100.68
JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - USD (hedged)
JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - USD (hedged) JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - USD (hedged) Valor: 33394742
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.03%USD 126.98