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JPM Access Balanced USD A Acc

Ranked 11 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Nicolas Budry

Objective

To achieve a total level of return in USD in excess of global equity and debt markets by investing primarily in a diversified portfolio of UCITS and other UCIs and using financial derivative instruments where appropriate.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -1.0% -5.0% 7.3% 4.1% -6.8%
2017 3.2% 2.4% -1.0% -1.2% 3.1%
2016 22.8% 0.9% 7.3% 6.8% 6.2%
2015 4.5% 7.6% -5.0% -4.5% 7.1%
2014 7.0% -0.3% -0.4% 3.5% 4.1%
2013 9.0% 10.9% -0.7% -2.3% 1.4%
2012 4.5% 3.8% -1.7% 2.2% 0.3%
2011 -3.7% -0.1% -0.1% -7.1% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. France
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date20/10/2010
  • Share Class size130Mn
  • Base currencyUSD
  • ISIN LU0540042818

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).