JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable I2 (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.