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 | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 5,34 | 3 anni: 0,72 | 5 anni: 1,35 | Inizio: 1,31 | 2025: -0,35 | 2024: 4,47 | 2023: 5,56 | 2022: -13,53 | 2021: 3,26 |
Rendimento annuo: Categoria | 1 anno: 2,78 | 3 anni: 1,08 | 5 anni: 2,13 | Inizio: - | 2025: -2,45 | 2024: 5,50 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 |
Rendimento annuo: Percentile | 1 anno: 16,00 | 3 anni: 76,00 | 5 anni: 68,00 | Inizio:- | 2025: 13,00 | 2024: 70,00 | 2023: 67,00 | 2022: 75,00 | 2021: 58,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 7,83 | 3 Sharpe Ratio: -0,25 | 5 Correlazione: 91,54 | Beta: 1,11 | Alfa: -0,32 | Tracking error: 3,18 | Info Ratio: -0,18 |