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JPM Dynamic Multi-Asset USD C Acc

Ranked 2 out of 68 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Objective

The Sub-Fund seeks to achieve a return in USD, through a combination of income and capital appreciation, in excess of its cash benchmark over a full market cycle. This will be achieved by investing in a diversified multi-asset portfolio of UCITS, UCIs, structured products and financial derivative instruments where appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.5%
2018 2.4% -4.6% 5.5% 2.2% -0.4%
2017 -2.3% 1.8% -2.4% -2.2% 0.5%
2016 21.1% 2.1% 8.0% 5.2% 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Greece
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date14/10/2015
  • Share Class size1,398Mn
  • Base currencyUSD
  • ISIN LU1283474374

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • 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).