JPM Global Macro Sustainable Fund

Select share classes

JPM Global Macro Sustainable Fund C - Net Accumulation

Category Macro Trading GBP


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

£1.351

arrow-up£0.005 (+0.37%)

Fund Code

SPCRA

B235HC6

GB00B235HC61

Prices updated as at 27 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to provide positive investment returns, before fees, over a rolling 3 year period in all market conditions by investing globally in a portfolio that is positioned towards securities with positive ESG characteristics, using derivatives where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur. Invests either directly or through derivatives, in a portfolio that is positioned towards securities with positive ESG characteristics, comprised of debt securities, equities, commodity index instruments and convertible securities. The Fund may also invest in currencies, cash and cash equivalents. Issuers of these securities may be located in any country, including emerging markets.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerShrenick Shah, Josh Berelowitz, Benoit Lanctot, Virginia Martin Heriz
1.43
1.31
Fund comparative indexICE BofA SONIA Overnight Rate TR GBP
Targeted Absolute Return
-
0.75
1.02
0.00
Macro Trading GBP
No
Fund providerJPMorgan Funds Limited
Share class launch date01 Oct 2012
£93.88m
0.97
-
-
Quarterly
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.