JPMorgan Investment Funds - Global Income Conservative Fund C (acc) - EUR
- -Patrimonio en manos de inversores locales
ISIN: LU1458463822
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: J.P. Morgan Asset Management
ISIN: LU1458463822
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 | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 9,30 | 3 años: -0,68 | 5 años: 1,06 | Inicio: 1,65 | 2024: 6,45 | 2023: 5,56 | 2022: -13,53 | 2021: 3,26 | 2020: 4,66 |
Rentabilidad anual: Categoría | 1 año: 10,05 | 3 años: 0,76 | 5 años: 1,75 | Inicio: - | 2024: 7,65 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 | 2020: 1,53 |
Rentabilidad anual: Percentil | 1 año: 42,00 | 3 años: 81,00 | 5 años: 66,00 | Inicio:- | 2024: 62,00 | 2023: 67,00 | 2022: 75,00 | 2021: 58,00 | 2020: 12,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 7,96 | 3 Ratio Sharpe: -0,33 | 5 Correlación: 91,42 | Beta: 1,12 | Alfa: -0,05 | Tracking error: 3,26 | Info Ratio: -0,13 |