JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged)

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Storico dei rendimenti31/07/2022
Crescita di 1000 (EUR) Grafico Interattivo
JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged)
Fondo---0,310,52,6
+/-Cat.--9,40,4-8,1
+/-Ind.---0,6-0,90,9
 
Sintesi
NAV
05/08/2022
 USD 102,280
Var.Ultima Quotazione 0,66%
Categoria Morningstar™ Alternativi Macro Trading USD
Categoria Assogestioni Flessibili
Isin LU2003419459
Fund Size (Mil)
05/08/2022
 EUR 1188,13
Share Class Size (Mil)
05/08/2022
 USD 1,55
Entrata (max) -
Spese correnti
21/06/2022
  0,76%
Morningstar Research
Analyst Report

JPM Global Macro Sustainable is a solid option for environmental, social, and governance-conscious investors in its macro trading peer group. Under the leadership of team head Shrenick Shah the strategy has improved, with multiple incremental...

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Pilastri Morningstar
PersoneAbove Average
SocietàAbove Average
ProcessoAbove Average
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 Sustainable Securities, currencies and using derivatives where appropriate. Sustainable Securities 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 Sustainable Securities by incorporating ESG factors, exclusions and positioning the portfolio positively towards companies with above average ESG scores.
Rendimenti % (EUR)
Rendimenti % (EUR)05/08/2022
YTD2,84
3-Anni Ann.ti-
5-Anni Ann.ti-
10-Anni Ann.ti-
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 DichiaratoIndice di Categoria Morningstar
ICE BofA ESTR Overnight Rate Hgd TR EURMorningstar US Con Tgt Alloc NR USD
Target Market
Role In Portfolio
Standalone / CoreNon specifico
ComponentNon specifico
AltroNon specifico
Primary Objective
ConservazioneNon specifico
GrowthSi
RedditoNon specifico
HedgingNon specifico
AltroNon specifico
Composizione del Fondo  JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged)30/06/2022
Morningstar Style Box®
Stile Azionario
Morningstar Style Box®
Reddito Fisso
Asset Allocation
  % Lunga% Corta% Netta
Azioni34,510,3334,18
Obbligazioni5,160,085,08
Liquidità58,351,3457,01
Altro3,720,003,72
Reddito Fisso
Maturity effettiva-
Duration Effettiva-
Prime 5 Regioni%
Stati Uniti61,21
Europa Occidentale - Euro16,85
Asia - Emergente11,29
Europa Occidentale - Non Euro5,49
Asia - Paesi Sviluppati4,50
Primi 5 Settori%
Tecnologia27,37
Finanza23,64
Servizi di pubblica utilità16,71
Salute9,04
Beni di consumo ciclici8,44
Primi 5 TitoliSettore%
JPM EUR lqdty LVNAV X (flex dist.)9,00
Canada (Government of) 0%5,18
Germany (Federal Republic Of) 0%5,08
France (Republic Of) 0%5,05
Canada (Government of) 0%4,94
JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - USD (hedged)

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