JPMorgan Investment Funds - Global Income Conservative Fund A (div) - EUR

- -Patrimonio en manos de inversores locales
ISIN: LU1458463236
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: J.P. Morgan Asset Management
ISIN: LU1458463236
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: J.P. Morgan Asset Management
To provide regular income by investing primarily in a conservatively constructed portfolio of income generating securities, globally, and through the use of derivatives. Multi-asset approach, leveraging specialists from around JPMorgan Asset Management's global investment platform, with a focus on risk-adjusted income. Flexible implementation of the managers’ allocation views at asset class and regional level. May vary its allocation in response to market conditions, however will aim to have a higher allocation to debt securities than to other asset classes. Conservatively constructed portfolio, with a volatility comparable to that of the benchmark over a three to five year period.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: -0,12 | 3 años: -3,03 | 5 años: -0,77 | Inicio: -0,35 | 2023: 0,34 | 2022: -14,10 | 2021: 2,56 | 2020: 3,93 | 2019: 7,54 |
Rentabilidad anual: Categoría | 1 año: 1,09 | 3 años: -0,92 | 5 años: 0,12 | Inicio: - | 2023: 2,38 | 2022: -10,93 | 2021: 3,85 | 2020: 1,53 | 2019: 7,49 |
Rentabilidad anual: Percentil | 1 año: 83,00 | 3 años: 90,00 | 5 años: 80,00 | Inicio:- | 2023: 89,00 | 2022: 81,00 | 2021: 68,00 | 2020: 18,00 | 2019: 52,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 6,92 | 3 Ratio Sharpe: -0,42 | 5 Correlación: 89,19 | Beta: 1,06 | Alfa: -0,80 | Tracking error: 3,14 | Info Ratio: -0,31 |