JPMorgan Investment Funds - Global Macro Fund D (dist) - USD header image

JPMorgan Investment Funds - Global Macro Fund D (dist) - USD

Fund

ISIN LU0770165461 / Valor 18857741

NAV (2024-12-20)
USD 131.52+0.60%

JPMorgan Investment Funds - Global Macro Fund D (dist) - USD
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General Objective

The fund aims to achieve a return in excess of its cash benchmark over a medium-term horizon by investing globally in a portfolio of securities, using derivatives where appropriate. The fund seeks to have lower volatility than two-thirds of the MSCI All Country World Index.

Fund Exposure

The fund uses an investment process based on macroeconomic research to identify global investment themes and opportunities. It has a flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. The fund is exposed to various asset classes, sectors, and geographies to achieve its objective.

Risks

Investors should be aware that the fund is subject to investment risks and other associated risks from the techniques and securities it uses to achieve its objective. These risks include risks from derivatives, concentration, hedging, short positions, and exposure to specific securities and markets. Investors could potentially lose some or all of their investment, and the value of the fund may fluctuate.

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Source

https://am.jpmorgan.com/lu/en/asset-management/adv/products/jpm-global-macro-d-dist-usd-lu0770165461

Tags:
multi asset global trends ice bofa sofr overnight rate index

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OTHER SHARE CLASSES OF THIS FUND

JPM Global Macro D (acc) - EUR (hedged)
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Annual Return

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Risk level

110
0.60%EUR 87.28
JPMorgan Investment Funds - Global Macro Fund X (acc) - USD
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Risk level

110
0.61%USD 135.85
JPMorgan Investment Funds - Global Macro Fund I (acc) - EUR
JPMorgan Investment Funds - Global Macro Fund I (acc) - EUR JPMorgan Investment Funds - Global Macro Fund I (acc) - EUR Valor: 11298828
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Annual Return

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Risk level

110
0.61%EUR 117.07
JPMorgan Investment Funds - Global Macro Fund C (acc) - USD
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Risk level

110
0.61%USD 130.69
JPMorgan Investment Funds - Global Macro Fund A (dist) - USD
JPMorgan Investment Funds - Global Macro Fund A (dist) - USD JPMorgan Investment Funds - Global Macro Fund A (dist) - USD Valor: 18857717
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Annual Return

-50%0%+50%

Risk level

110
0.60%USD 138.07
JPMorgan Investment Funds - Global Macro Fund I (acc) - USD
JPMorgan Investment Funds - Global Macro Fund I (acc) - USD JPMorgan Investment Funds - Global Macro Fund I (acc) - USD Valor: 2503109
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Annual Return

-50%0%+50%

Risk level

110
0.60%USD 116.90
JPMorgan Investment Funds - Global Macro Fund A (acc) - USD
JPMorgan Investment Funds - Global Macro Fund A (acc) - USD JPMorgan Investment Funds - Global Macro Fund A (acc) - USD Valor: 2340296
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Annual Return

-50%0%+50%

Risk level

110
0.60%USD 167.44
JPM Global Macro I (acc) - EUR (hedged)
JPM Global Macro I (acc) - EUR (hedged) JPM Global Macro I (acc) - EUR (hedged) Valor: 21137975
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Annual Return

-50%0%+50%

Risk level

110
0.60%EUR 110.04
JPMorgan Investment Funds - Global Macro Fund C (dist) - USD
JPMorgan Investment Funds - Global Macro Fund C (dist) - USD JPMorgan Investment Funds - Global Macro Fund C (dist) - USD Valor: 18857739
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Annual Return

-50%0%+50%

Risk level

110
0.60%USD 144.71
JPM Global Macro C (dist) - EUR (hedged)
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Annual Return

-50%0%+50%

Risk level

110
0.61%EUR 93.36