Private Bank Funds I - Access Growth Fund (GBP) C (Acc) header image

Private Bank Funds I - Access Growth Fund (GBP) C (Acc)

Fund

ISIN LU2720111926 / Valor 13259094

NAV (2025-04-22)
GBP 99.47-1.89%

Private Bank Funds I - Access Growth Fund (GBP) C (Acc)
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General Objective

The fund aims to achieve long-term capital growth by investing primarily in a diversified portfolio of UCITS and other UCIs, utilizing financial derivative instruments where appropriate.

Fund Exposure

The fund will have exposure to a portfolio of equity and debt securities issued globally, primarily through investments in UCITS and UCIs. It may also invest in alternative investment strategies such as opportunistic/global macro, long/short equity, event-driven, relative value, credit, and portfolio hedge strategies. The fund may also invest in structured products, securities tied to commodities indexes, and directly in various securities, deposits, and money market instruments.

Risks

The fund's higher allocation to equities relative to other asset classes such as debt securities results in a higher risk-return profile and increased volatility. Additionally, the fund may invest in financial derivative instruments for achieving its investment objective, which may introduce additional risks. Investors planning to withdraw their money within three years may find this fund not suitable for their investment goals.

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Source

https://am.jpmorgan.com/lu/en/asset-management/kiid-pb/fund-documents/

Tags:
global equities msci world index alternative strategies

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OTHER SHARE CLASSES OF THIS FUND

Access Growth Fund (GBP) Inst Inc
Access Growth Fund (GBP) Inst Inc Access Growth Fund (GBP) Inst Inc
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Annual Return

-50%0%+50%

Risk level

110
-1.89%GBP 89.14
Private Bank Funds I - Access Growth Fund (GBP) C (inc)
Private Bank Funds I - Access Growth Fund (GBP) C (inc) Private Bank Funds I - Access Growth Fund (GBP) C (inc) Valor: 13259094
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Annual Return

-50%0%+50%

Risk level

110
-1.89%GBP 99.45