JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - EURRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-03-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 11,6 | 3,9 | -13,1 | -1,8 | 1,1 | |
+/-Cat | 14,1 | 0,7 | -10,7 | -5,6 | -0,3 | |
+/-Idx | 7,9 | 1,3 | -0,1 | -8,9 | -0,4 | |
Categorie: Alternative Macro Wereldwijd EUR | ||||||
Categorie Benchmark: Morningstar EU Cau Gbl Tgt ... |
Kerngegevens | ||
Koers 29-04-2024 | EUR 186,55 | |
Rendement 1 Dag | -0,14% | |
Morningstar Categorie™ | Alternative Macro Wereldwijd EUR | |
Vestigingsland | Luxemburg | |
ISIN | LU0095938881 | |
Grootte Fonds (Mil) 29-04-2024 | EUR 2739,34 | |
Grootte Fondsklasse (Mil) 29-04-2024 | EUR 405,37 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 17-04-2024 | 1,46% |
Morningstar Research |
Analyst Report | 01-04-2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Global Macro Opportunities remains a decent option in its macro trading peer group, but the recent loss of two managers gives us pause. Under the leadership of team head Shrenick Shah the strategy has improved through incremental tweaks to... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
---|---|
Team | 23 |
Fondshuis | 24 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - EUR |
The JPM Euro Capital Appreciation Fund seeks to achieve capital appreciation through diversified investments in fixed income, equity and money market securities throughout the world. The Fund is denominated in euro, and its long-term performance is measured against a diversified global benchmark developed by J.P. Morgan. |
Returns | |||||||||||||
|
Management | ||
Naam manager Aanvangsdatum | ||
Shrenick Shah 21-12-2012 | ||
Josh Berelowitz 18-12-2019 | ||
Oprichtingsdatum 23-10-1998 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
ICE BofA ESTR Overnight Rate Hgd TR EUR | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
|
Waar belegt het fonds in? JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - EUR | 31-10-2023 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|