|Investment House||J.P. Morgan Asset Management|
|Fund Provider||JP Morgan Asset Management (UK) Ltd|
|Manager||James M. Davidson|
|Manager||Georgina Perceval Maxwell|
Fund Objective To provide a portfolio designed to achieve high and rising income by investing globally, primarily in equities, in any economic sector whilst participating in long term capital growth.
|12-Month NAV High||-|
|12-Month NAV Low||-|
|Fund Comparative Index||-|
|Morningstar CategoryTM||Global Equity - Currency Hedged|
One or more funds cannot be shown as they have less than one year of performance data.
Fund versus Morningstar Category
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.