JPMorgan Investment Funds - Income Opportunity Fund C (perf) (mth) USD header image

JPMorgan Investment Funds - Income Opportunity Fund C (perf) (mth) USD

Fund

ISIN LU0781560403 / Valor 18994958

NAV (2026-06-30)
USD 87.74%

JPMorgan Investment Funds - Income Opportunity Fund C (perf) (mth) USD
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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.

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fixed income absolute return ice bofa tonar overnight rate index

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OTHER SHARE CLASSES OF THIS FUND

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
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 151.36
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) USD
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) USD JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) USD Valor: 12855629
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Annual Return

-50%0%+50%

Risk level

110
0.01%USD 124.97
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) USD
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) USD JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) USD Valor: 3443578
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Annual Return

-50%0%+50%

Risk level

110
0.01%USD 230.59
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (dist) EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (dist) EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund D (perf) (dist) EUR (hedged) Valor: 3007807
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 59.88
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) SGD (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) SGD (hedged) JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) SGD (hedged) Valor: 22966102
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Annual Return

-50%0%+50%

Risk level

110
0.00%SGD 11.95
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
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 61.54
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (dist) EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (dist) EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund A (perf) (dist) EUR (hedged) Valor: 26976151
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 74.11
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (fix) EUR 2.35 - (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (fix) EUR 2.35 - (hedged) JPMorgan Investment Funds - Income Opportunity Fund A (perf) (fix) EUR 2.35 - (hedged) Valor: 20160274
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 48.73
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) SEK (hedged)
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) SEK (hedged) JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) SEK (hedged) Valor: 3443580
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Annual Return

-50%0%+50%

Risk level

110
0.00%SEK 957.86
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (dist) GBP (hedged)
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (dist) GBP (hedged) JPMorgan Investment Funds - Income Opportunity Fund I (perf) (dist) GBP (hedged) Valor: 22428230
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Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 57.14