Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Access Balanced GBP A Acc

Ranked 3 out of 6 in - Balanced Other over 12 months
All calculations are in GBP unless stated

Objective

To achieve a total level of return in GBP 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. Composite benchmark: MSCI World Index (Total Return Net) (55%) / Bloomberg Barclays Global Aggregate Index Hedged to GBP (30%) / Bloomberg Barclays Sterling Treasury Bills 0-3 Month (5%) / HFRX Global Hedge Fund USD Index Hedged to GBP (10%).

Showing fund performance in United Kingdom View performance globally

Performance

Balanced Other over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -4.0% -3.8% 4.7% 3.4% -7.8%
2017 8.7% 2.9% 2.1% 0.3% 3.1%
2016 4.2% -2.3% 0.2% 3.8% 2.5%
2015 0.0% 3.8% 0.3% -8.3% 4.8%
2014 3.5% 0.0% 1.6% 0.5% 1.5%
2013 12.4% 6.3% -0.7% 3.4% 3.0%
2012 8.6% 6.5% -3.9% 4.7% 1.4%
2011 -9.5% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/05/2011
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN LU0622328622

Purchase Info

  • Min. initial investment25,000
  • 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).