JPMorgan Investment Funds - Global Income Conservative Fund C (acc) - EUR
- -Patrimonio investito dagli investitori locali
ISIN: LU1458463822
Categoria Morningstar: EUR Cautious Allocation - Global
Società: J.P. Morgan Asset Management
ISIN: LU1458463822
Categoria Morningstar: EUR Cautious Allocation - Global
Società: 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.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 1,16 | 3 anni: -2,77 | 5 anni: 0,10 | Inizio: 0,70 | 2024: -1,80 | 2023: 5,56 | 2022: -13,53 | 2021: 3,26 | 2020: 4,66 |
Rendimento annuo: Categoria | 1 anno: 5,64 | 3 anni: -0,83 | 5 anni: 0,82 | Inizio: - | 2024: 0,71 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 | 2020: 1,53 |
Rendimento annuo: Percentile | 1 anno: 76,00 | 3 anni: 81,00 | 5 anni: 64,00 | Inizio:- | 2024: 84,00 | 2023: 67,00 | 2022: 75,00 | 2021: 58,00 | 2020: 12,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 7,57 | 3 Sharpe Ratio: -0,32 | 5 Correlazione: 91,06 | Beta: 1,10 | Alfa: -0,33 | Tracking error: 3,14 | Info Ratio: -0,19 |