JPMorgan Funds – US Hedged Equity Fund A (acc) – USD

Qualification

ISIN: LU1297690502

Categoria Morningstar: Long/Short Equity - US

Empresa: J.P. Morgan Asset Management

To provide long-term capital growth, with lower volatility than traditional long-only US equity strategies over a full market cycle, through direct exposure primarily to US companies and through the use of derivatives. Investment approach Uses a research-driven investment process that is based on the fundamental analysis of companies and their future earnings and cash flows by a team of specialist sector analysts. Builds a portfolio in reference to the benchmark by overweighting securities with the highest potential to outperform and underweighting securities considered most overvalued. Combines bottom-up stock selection with a disciplined option overlay strategy that is intended to mitigate downside risk while limiting some capital appreciation potential.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 16,05 3 anos: 9,91 5 anos: - Início: 9,21 2021: 13,70 2020: 3,68 2019: 14,40 2018: 3,35 2017: -
Rentabilidade anual: Categoria 1 ano: - 3 anos: - 5 anos: - Início: - 2021: - 2020: - 2019: - 2018: - 2017: -
Rentabilidade anual: Percentil 1 ano: - 3 anos: - 5 anos: - Início:- 2021: - 2020: - 2019: - 2018: 5,00 2017: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 8,47 3 Rácio de Sharpe: 1,01 5 Correlação: 86,10 Beta: 0,38 Alfa: 1,83 Tracking error: 12,61 Rácio de informação: -0,72
Fonte: Morningstar. Dados em euros. Categoria: Long/Short Equity - US. Data: 2021-07-23
Fonte: Morningstar. Dados em euros. Categoria: Long/Short Equity - US. Data: 2021-07-23