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
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2025-04-24
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2025-04-24