JPMorgan Investment Funds - Global Income Conservative Fund C (acc) - EUR

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

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: 2,62 3 anni: -2,44 5 anni: 0,62 Inizio: 0,82 2024: -1,03 2023: 5,56 2022: -13,53 2021: 3,26 2020: 4,66
Rendimento annuo: Categoria 1 anno: 4,69 3 anni: -0,78 5 anni: 1,07 Inizio: - 2024: 0,32 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 84,00 3 anni: 82,00 5 anni: 54,00 Inizio:- 2024: 70,00 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: 7,52 3 Sharpe Ratio: -0,33 5 Correlazione: 90,98 Beta: 1,09 Alfa: -0,29 Tracking error: 3,13 Info Ratio: -0,17
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-02-16
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-02-16