The Fund aims to deliver positive total returns in any three year period from a flexibly managed portfolio of global assets.
The Fund invests in multiple asset classes and is managed through the allocation of capital based on the fund manager's macroeconomic outlook, asset class valuations and active risk management in portfolio construction. The Fund is not managed against any market index. Depending on the fund manager's view of market conditions and relative asset valuations, at any one time the portfolio may be diversified across asset classes, sectors, currencies and countries, or may have a high concentration in one or more of these. The Fund seeks to participate in a variety of rising asset values; in times of severe market uncertainty, however, capital preservation will be central to the Fund's strategy. The fund manager may use derivatives strategies to create value through additional asset exposure and/or where these may help to manage portfolio risk.
JPMorgan Asset Mgmt (Europe) S.a.r.l.
JPMorgan Bank Luxembourg SA
Global Branding Name
12 month yield
Net Assets Date
Manager 1 Name
Manager 2 Name
Sector Equity Healthcare
MSCI World/Health Care NR USD
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return 24 months
Annualized return 36 months
Annualized return 48 months
Annualized return 60 months
Return 120 months
Annualized return since Inception
Morning Star Rating Date
Morning Star Rating - 36 Months
Morning Star Rating - 60 Months
Morning Star Rating - 120 Months
Morning Star Rating - Overall
Maximum Managment Charge
Contact Address 2
European Bank & Business Centre
Fund Admin Group
JPMorgan Asset Mgmt (Europe) S.a.r.l.
J.P. Morgan Bank Luxembourg S.A.
+352 34 101
Last Price Date
Price change (percentage)
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© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. 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. Past performance is no guarantee of future results.
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