JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged) header image

JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged)

Fund

ISIN LU0323456383 / Valor 3443571

NAV (2025-11-19)
SEK 1,443.38+0.11%

JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged)
UMushroom community rating:

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

The JPM Income Opportunity Fund aims to deliver returns above its benchmark by investing primarily in debt and currency markets while utilizing derivatives when appropriate. The fund employs an absolute return strategy focused on achieving low volatility and uncorrelated returns by diversifying its investments across three main approaches: tactical rotation among traditional fixed income sectors, alternative strategies such as relative value trading, and various hedging techniques. This diversified portfolio is designed to perform consistently across different market conditions, leveraging multiple sources of return to optimize performance.

Content summarized by AI chatbot
Tags:
fixed income absolute return ice bofa tonar overnight rate 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 - Income Opportunity Fund A (perf) (mth) - USD
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (mth) - USD JPMorgan Investment Funds - Income Opportunity Fund A (perf) (mth) - USD Valor: 18994949
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%USD 83.02
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - EUR (hedged) Valor: 3007810
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%EUR 82.66
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) - EUR (hedged) Valor: 3007806
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%EUR 135.90
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - EUR (hedged) Valor: 3007797
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%EUR 141.43
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (fix) EUR 2.35 - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (fix) EUR 2.35 - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund A (perf) (fix) EUR 2.35 - EUR (hedged) Valor: 20160274
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%EUR 49.53
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (dist) - GBP (hedged)
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (dist) - GBP (hedged) JPMorgan Investment Funds - Income Opportunity Fund C (perf) (dist) - GBP (hedged) Valor: 3443579
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 98.91
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - USD
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - USD JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - USD Valor: 12323745
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.12%USD 138.02
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - CHF (hedged)
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - CHF (hedged) JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - CHF (hedged) Valor: 24818697
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%CHF 89.87
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - EUR (hedged) Valor: 3007803
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%EUR 149.77
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (dist) - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (dist) - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund C (perf) (dist) - EUR (hedged) Valor: 21020019
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.11%EUR 63.06