JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable D (acc) - EUR header image

JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable D (acc) - EUR

Fund

ISIN LU2489287941 / Valor 11947480

NAV (2024-12-23)
EUR 120.69+0.95%

JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable D (acc) - EUR
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General Objective

The fund aims to provide long-term capital growth by investing in a flexible balanced portfolio of securities across various asset classes, with a focus on companies and issuers with above average ESG scores.

Fund Exposure

The fund is exposed to a balanced portfolio of securities, including debt securities, equities, and REITs from issuers worldwide, with a potential allocation of up to 80% in equities and up to 80% in debt securities. It may also invest in below investment grade debt securities, MBS/ABS, China A-Shares, convertible securities, and currencies.

Risks

Risks associated with this fund include exposure to market fluctuations, credit risk from investing in debt securities, and potential volatility from derivatives usage for investment purposes, hedging, and efficient portfolio management. Additionally, the fund may experience leverage levels exceeding 200% from time to time.

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Source

https://am.jpmorgan.com/es/en/asset-management/institutional/products/jpm-global-multi-asset-moderate-sustainable-i2-acc-eur-lu2394014737

Tags:
esg bloomberg global aggregate index multi asset msci world index

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OTHER SHARE CLASSES OF THIS FUND

JPM Global Multi-Asset Moderate Sustainable D (dist) - EUR
JPM Global Multi-Asset Moderate Sustainable D (dist) - EUR JPM Global Multi-Asset Moderate Sustainable D (dist) - EUR Valor: 11947480
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Annual Return

-50%0%+50%

Risk level

110
0.95%EUR 119.99
JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable I2 (acc) - EUR
JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable I2 (acc) - EUR JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable I2 (acc) - EUR Valor: 11485430
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Annual Return

-50%0%+50%

Risk level

110
0.97%EUR 101.01