JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged)Registrati per vedere i rating |
Storico dei rendimenti | 31/01/2023 |
Crescita di 1000 (EUR) | Grafico Interattivo |
Sintesi | ||
NAV 08/02/2023 | USD 106,600 | |
Var.Ultima Quotazione | 0,16% | |
Categoria Morningstar™ | Alternativi Macro Trading USD | |
Categoria Assogestioni | Flessibili | |
Isin | LU2003419459 | |
Fund Size (Mil) 06/02/2023 | EUR 997,90 | |
Share Class Size (Mil) 06/02/2023 | USD 1,74 | |
Entrata (max) | - | |
Spese correnti 27/10/2022 | 0,76% |
Morningstar Research |
Analyst Report |
We have placed JPM Global Macro Opportunities' and Sustainable Global Macro’s ratings under review in light of the departure of comanager Benoit Lanctot. The rest of the report that follows is as of March 14, 2022.JPM Global Macro Sustainable is... |
Clicca qui per leggere l'analisi |
Pilastri Morningstar | |
---|---|
Persone | |
Società | Above Average |
Processo | |
Performance | |
Costi |
Obiettivo d'Investimento Dichiarato: JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged) |
To achieve a return in excess of its cash benchmark by investing globally in a portfolio of securities with positive E/S characteristics, currencies and using derivatives where appropriate. Securities with positive E/S characteristics are securities from issuers that the Investment Manager believes show effective governance and superior management of environmental and social issues. Uses an investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. Seeks to provide the majority of its returns through securities with positive E/S characteristics by incorporating ESG factors, exclusions and positioning the portfolio positively towards companies with above average ESG scores. |
Rendimenti % (EUR) | |||||||||||||
|
Gestione | ||
Nome del Gestore Inizio Gestione | ||
Shrenick Shah 30/08/2019 | ||
Josh Berelowitz 18/12/2019 | ||
Click here to see others | ||
Data di Partenza 30/08/2019 |
Pubblicità |
Indice | |
Benchmark Dichiarato | Indice di Categoria Morningstar |
ICE BofA ESTR Overnight Rate Hgd TR EUR | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Composizione del Fondo JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged) | 31/12/2022 |
| ||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||
|