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: 3,34 3 anni: -1,78 5 anni: 0,29 Inizio: 1,25 2025: -1,20 2024: 4,47 2023: 5,56 2022: -13,53 2021: 3,26
Rendimento annuo: Categoria 1 anno: 6,37 3 anni: 0,16 5 anni: 1,12 Inizio: - 2025: -0,45 2024: 5,50 2023: 6,34 2022: -10,93 2021: 3,85
Rendimento annuo: Percentile 1 anno: 70,00 3 anni: 86,00 5 anni: 70,00 Inizio:- 2025: 70,00 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: 7,95 3 Sharpe Ratio: -0,45 5 Correlazione: 91,76 Beta: 1,12 Alfa: -0,50 Tracking error: 3,19 Info Ratio: -0,29
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2025-01-13
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2025-01-13