JPM Blue and Green

At A Glance

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Net Asset Value

23,627.71EUR

 -0.84

07 Apr 2014

YTD Return (Cumulative)
 -0.60%
5 Year Return (Annualized)
--
Classification
Mixed Asset EUR Cons - Global
Manager Benchmark
LIBOR EUR 1 Month
Lipper Leader Profile (Overall)
 
 
 
 

Growth of 10,000EUR since April, 2004 »

 JPM Blue and Green

The Growth of 10,000EUR chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterJPMorgan
Portfolio ManagerJPMorgan Asset Management (UK) Limited
Launch Date16 Sep 1996
Geographical FocusGlobal
Redemption Current0.00%
Redemption Max0.00%
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee0.00%
Initial Current0.00%
Initial Max0.00%
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets80.87  M EUR
Total Net Assets Date31 Mar 2014
Annual Current Charge0.00%
Annual Max Charge0.00%
Annual Min Charge--

Investment Strategy

The investment objective of the Sub-Fund is to achieve higher returns than those available from money market instruments. In seeking to achieve this objective, the Sub-Fund invests principally (that is normally at least 75% of its net assets) in a balanced portfolio of fixed income securities, short term securities and equity securities of issuers located in any country.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
21535
Consistent Return
 
21535
Capital Preservation
 
21951
Low Expense
 
17544

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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3Yr Return
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5Yr Return
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YTD Return
 0.6%
3Yr Return
 3.4%
5Yr Return
 6.5%

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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