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

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

Fund

ISIN LU0579853648 / Valor 12323745

NAV (2025-11-28)
USD 138.17+0.02%

JPMorgan Investment Funds - Income Opportunity Fund I (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 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
0.02%GBP 99.01
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
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Annual Return

-50%0%+50%

Risk level

110
0.02%USD 232.05
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
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Annual Return

-50%0%+50%

Risk level

110
0.02%USD 83.10
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
0.01%SEK 949.46
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
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 82.71
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (fix) EUR 2.15 - EUR (hedged)
JPMorgan Investment Funds - Income Opportunity Fund D (perf) (fix) EUR 2.15 - EUR (hedged) JPMorgan Investment Funds - Income Opportunity Fund D (perf) (fix) EUR 2.15 - EUR (hedged) Valor: 20165416
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Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 50.27
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
0.00%CHF 89.91
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%USD 104.49
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 61.12
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
-0.01%EUR 135.96