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Fund Performance

Fund Name Launch
Date
Dealing
Date
Currency YTD% 1
Month %
3
Month %
6
Month %
1
Year %
3
Year %
5
Year %
Since
Launch%
JPMorgan Diversified Risk Fund 12.04.18 14.12.18 AUD - -1.1 -1.8 -2.5 - - - -4.4
JPMorgan Emerging Markets Opportunities Fund 15.10.13 14.12.18 AUD -5.7 +0.4 -3.0 -6.1 -4.8 +43.5 +40.8 +44.0
JPMorgan Global Bond Fund 23.07.15 14.12.18 AUD -0.3 +0.7 +0.0 +0.6 -0.6 +8.3 - +9.9
JPMorgan Global Bond Opportunities Fund 20.12.13 14.12.18 AUD -2.0 -0.5 -1.4 -0.9 -1.7 +14.0 - +24.2
JPMorgan Global Equity Income Fund 19.12.13 14.12.18 AUD +2.0 -2.5 -7.0 -2.7 +1.4 +21.7 - +53.5
JPMorgan Global Macro Opportunities Fund – Class A Units 02.05.16 14.12.18 AUD +0.1 +0.5 +2.2 -1.9 +1.3 - - +15.0
JPMorgan Global Macro Opportunities Fund – Class I Units 10.08.18 14.12.18 AUD - +0.5 +2.2 - - - - +1.1
JPMorgan Global Research Enhanced Index Equity Fund 01.04.15 14.12.18 AUD +2.2 -2.9 -9.2 -3.3 +1.3 +26.8 - +27.6
JPMorgan Global Research Enhanced Index Equity Fund (Hedged) 05.05.15 14.12.18 AUD -4.2 -3.6 -8.5 -6.8 -3.5 +29.1 - +21.8
JPMorgan Global Strategic Bond Fund 20.12.13 14.12.18 AUD -0.6 -0.7 -1.4 -0.7 -0.2 +11.0 - +16.9
JPMorgan Systematic Alpha Fund 13.11.15 14.12.18 AUD -5.5 -0.6 +0.1 -1.5 -5.4 -1.9 - -1.7

 

 

    Note: Performance is calculated with gross income reinvested