JPMorgan Investment Funds - Income Opportunity Fund D (perf) (fix) EUR 2.15 - EUR (hedged)
Fund
ISIN LU0862587143 / Valor 20165416
NAV (2025-12-12)
EUR 50.30%
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (fix) EUR 2.15 - EUR (hedged)
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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 incomeabsolute returnice bofa tonar overnight rate index
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OTHER SHARE CLASSES OF THIS FUND
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
Annual Return
-50%0%+50%
Risk level
110
0.01%EUR 82.78
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
Annual Return
-50%0%+50%
Risk level
110
0.00%CHF 89.86
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged)
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged)
Valor: 3443571
Annual Return
-50%0%+50%
Risk level
110
0.01%SEK 1,444.79
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (dist) - USD
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (dist) - USD
JPMorgan Investment Funds - Income Opportunity Fund A (perf) (dist) - USD
Valor: 26976328
Annual Return
-50%0%+50%
Risk level
110
0.02%USD 104.65
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
Annual Return
-50%0%+50%
Risk level
110
0.02%EUR 49.59
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
Annual Return
-50%0%+50%
Risk level
110
0.01%GBP 99.17
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - USD
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - USD
JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - USD
Valor: 3443584
Annual Return
-50%0%+50%
Risk level
110
0.02%USD 232.44
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
Annual Return
-50%0%+50%
Risk level
110
0.01%SEK 950.11
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
Annual Return
-50%0%+50%
Risk level
110
0.02%USD 82.89
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