JPM Access Capital Preservation USD A Acc

Ranked 3 out of 25 in - Conservative 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 debt and equity markets by investing primarily in a diversified portfolio of UCITS and other UCIs and using financial derivative instruments where appropriate. The intention is that the portfolio will be weighted toward debt exposure.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.8%
2018 2.7% -4.5% 6.3% 2.3% -1.0%
2017 -2.3% 0.7% -2.0% -2.0% 1.0%
2016 21.6% 2.1% 8.1% 5.3% 4.7%
2015 4.8% 6.7% -5.6% -1.0% 5.0%
2014 7.1% 0.1% -1.3% 4.2% 4.0%
2013 3.1% 9.0% -1.4% -3.9% -0.2%
2012 0.6% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date23/05/2012
  • Share Class size81Mn
  • Base currencyUSD
  • ISIN LU0742736373

Purchase Info

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

Charges

  • Annual management0.95%
  • 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).