Past performance is not a reliable indicator of current and future results. ![]() Representative performance for the SICAV fund which is managed by the same team using the same investment approach. Indices do not include fees or operating expenses. Indices used: for equity, MSCI World Index Daily Net Total Return hedged to EUR and for fixed income, JPM Global Government Bond Index hedged EUR. *Since people and process change on when the internal investment process and team changed with no impact on Fund investment policy and objective. JPMorgan Investment Funds - Global Macro Opportunities Fund (SICAV) performance is shown based on the NAV of the share class C in EUR with income (gross) reinvested including actual ongoing charges excluding any entry and exit fees. In an environment in which long-term risk-adjusted return expectations have fallen across most traditional asset classes, the Fund stands for its proven ability to deliver positive returns in up and down markets on average. The Australian registered JPMorgan Global Macro Opportunities Fund is a locally managed fund and the performance of the two funds will differ due to the impact of fees, taxes, currency fluctuations and other factors applicable to the Australian fund which are set out in its Product Disclosure Statement and Target Market Determination (available from Delivering positive returns in varying market environments The JPMorgan Funds - Global Macro Opportunities Fund is a specific portfolio within the JPMorgan Funds, an open-ended investment company organised under Luxembourg law as a societe anonyme qualifying as a SICAV and authorised under Part 1 of the Luxembourg law of. In November 2012, the internal investment process and team changed with no impact on Fund investment policy and objective. Indices used for balanced allocation: 50% MSCI World Index:50% JPM GBI Index. Correlation data computed using weekly returns, Friday to Friday. Fund correlation is based on the NAV of the share class C in EUR with income (gross) reinvested including actual ongoing charges excluding any entry and exit fees. Representative fund correlation data using the Global Macro Opportunities Fund, which is managed by the same team using the same investment approach. Fund = JPMorgan Investment Funds – Global Macro Opportunities Fund (SICAV). The grid shows how the Fund’s correlation to different assets has varied over time as we have reflected our views in different strategies and, importantly, stayed low in the long term.įlexible with low long-term correlation to traditional assets We are able to quickly shift our positioning should the macro backdrop change, for example, heightened market volatility arising from geopolitical conflicts, or the impact of rising inflation and interest rates on investments. One of the Fund’s key characteristics that helps us to seek positive returns in different market environments is flexibility. ![]() Flexibility in different market environments
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