JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) USD header image

JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) USD

Fund

ISIN LU0616802848 / Valor 12855629

NAV (2026-06-30)
USD 124.97+0.01%

JPMorgan Investment Funds - Income Opportunity Fund D (perf) (acc) 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 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) 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
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 142.50
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) 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
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 136.72
JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) USD
JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) USD JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) USD Valor: 4820995
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Annual Return

-50%0%+50%

Risk level

110
0.01%USD 261.12
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
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Annual Return

-50%0%+50%

Risk level

110
0.01%GBP 97.96
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 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
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Annual Return

-50%0%+50%

Risk level

110
-0.02%CHF 89.61
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (dist) EUR
JPMorgan Investment Funds - Income Opportunity Fund I (perf) (dist) EUR JPMorgan Investment Funds - Income Opportunity Fund I (perf) (dist) EUR Valor: 44335842
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Annual Return

-50%0%+50%

Risk level

110
0.16%EUR 101.37
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