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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 15.08.18 AUD - +0.5 -1.4 - - - - -2.1
JPMorgan Emerging Markets Opportunities Fund 15.10.13 15.08.18 AUD -3.1 -2.6 -5.6 -6.2 +8.1 +37.8 - +48.0
JPMorgan Global Bond Fund 23.07.15 15.08.18 AUD -0.3 +0.0 +0.6 +1.2 +0.9 +9.4 - +10.0
JPMorgan Global Bond Opportunities Fund 20.12.13 15.08.18 AUD -1.0 +0.1 -0.3 -0.5 +1.0 +13.4 - +25.4
JPMorgan Global Equity Income Fund 19.12.13 15.08.18 AUD +6.6 +1.3 +1.6 +7.7 +16.6 +22.9 - +60.5
JPMorgan Global Macro Opportunities Fund – Class A Units 02.05.16 15.08.18 AUD -1.2 -0.2 -4.9 -5.4 +9.9 - - +13.5
JPMorgan Global Macro Opportunities Fund – Class I Units 10.08.18 15.08.18 AUD - - - - - - - +0.4
JPMorgan Global Research Enhanced Index Equity Fund 01.04.15 15.08.18 AUD +9.3 +1.9 +3.8 +10.2 +19.0 +30.1 - +36.5
JPMorgan Global Research Enhanced Index Equity Fund (Hedged) 05.05.15 15.08.18 AUD +2.9 +0.2 +1.8 +3.8 +11.8 +31.1 - +30.7
JPMorgan Global Strategic Bond Fund 20.12.13 15.08.18 AUD +0.2 +0.3 +0.3 -0.1 +1.5 +10.9 - +17.8
JPMorgan Systematic Alpha Fund 13.11.15 15.08.18 AUD -4.4 -0.4 -1.4 -2.0 -4.8 - - -0.5

 

 

    Note: Performance is calculated with gross income reinvested