JPM Diversified Growth C Net Acc


Fund Info

  • Yield History1.18%
  • 3 Year sharpe1.29
  • 3 Year alpha-3.33
  • Distribution Typeaccumulation
  • BenchmarkICE LIBOR 1 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.55%
  • SectorFlexible Investment
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00B7XL3656

Investment Strategy

The fund seeks to invest in a portfolio of regulated collective investment schemes operated or managed by JPMorgan. The Fund aims to provide capital growth over the long term. The Fund will not invest in unregulated collective schemes without first giving Shareholders at least 60 days’ notice of the intention to do so. The Fund may invest in forward transactions and financial derivative instruments for hedging purposes and for Efficient Portfolio Management. Shareholders will receive at least 60 days’ notice of any proposed change of use of derivatives within the Fund and will be informed of the potential impact of the change of use on the risk profile of the Fund. Any increased use of derivatives will lead to a commensurate increase in the risks of trading derivatives.