JPM Diversified Growth Fund

Select share classes
There is only one type of share class for this fund.

JPMorgan Fund III ICVC - JPM Diversified Growth Fund C Shares Net Accumulation

Category GBP Flexible Allocation


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£3.378

arrow-up£0.015 (+0.45%)

Fund Code

SPMPA

B7XL365

GB00B7XL3656

Prices updated as at 24 Apr 2024
|
Prices in GBP

Investment objective
The Fund aims to provide long term capital growth by investing in a diversified mix of asset classes. As a result of its diversified portfolio the Fund is expected to have a lower level of volatility than equity markets as represented by the MSCI World Index. The Fund may invest either directly or via collective investment schemes, which may be managed by the Investment Adviser or any other member of JPMorgan Chase & co., in a broad range of assets including, but not limited to, global equities, fixed income (including high yield and emerging market debt), alternatives (including private equity and property) and cash and cash equivalents. The Fund may have exposure to Emerging Markets and smaller companies.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerKaty Thorneycroft, Jonathan Cummings, Peter Malone
3.43
2.98
Fund comparative indexICE BofA SONIA Overnight Rate TR GBP
Flexible Investment
-
1.05
0.13
0.00
GBP Flexible Allocation
No
Fund providerJPMorgan Funds Limited
Share class launch date19 Jul 2013
£146.54m
-
1.59
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.