US STOCKS
FUNDS
FX & CRYPTO
SH/SZ-HK
HK STOCKS
 
 
 
 
 
 
 
JPM Global Convertibles (USD)
Last NAV
USD
 
14.75
(Last Update : 2022/08/11)
1-Month return
 
+11.15%
Fund House J.P. Morgan Asset Management
Fund Type Fixed Income Funds
Fund Size
 
2.81B
Sector Convertibles
Geographic Allocation Global
 
Fund Investment Objective & Strategy
To provide a return by investing primarily in a diversified portfolio of convertible securities and warrants, globally.
 
 
Key Risks
Emerging markets risk:In emerging markets, the legal judicial and regulatory infrastructure is still developing but there is much legal uncertainty.Some markets may carry higher risks for investors who should therefore ensure that they understand the risks involved and are satisfied that an investment is suitable as part of their portfolio.Credit risk:If the issuer of any of the fixed interest securities in which the Fund’s assets are invested defaults, the performance of the Fund will be adversely affected and the Fund could suffer substantial loss. For fixed income securities, a default on interest or principal may adversely impact the performance of the Fund.Interest rate risk:Interest rates in the countries in which the Fund’s assets will be invested may be subject to fluctuations. Any such fluctuations may have a direct effect on the income received by the Fund and its capital value. Bonds are particularly susceptible to interest rate changes and may experience significant price volatility. The prices of bonds generally increase when interest rates decline and decrease when interest rates rise.Longer term bonds are usually more sensitive to interest rate changes.Convertibles risk:Convertibles are a hybrid between debt and equity, investors should be prepared for greater volatility than straight bond investments, with an increased risk of capital loss.Liquidity risk:Lack of liquidity may adversely affect the ease of disposal of assets. The absence of reliable pricing information in a particular security held by the Fund may make it difficult to access reliably the market value of assets.Equity risk:Equity markets may fluctuate significantly with prices rising and falling sharply, and this will have a direct impact on the Fund’s net asset value. When equity markets are extremely volatile, the Fund’s net asset value may fluctuate substantially.
 
Fund - Browser History
Last NAV
1 Month Return
3 Month Return
Direct Fund Search
Keywords
Fund Type
Sector
Fund House
 
SITEMAP
AASTOCKS.com Fund Quote Fund News Commentary Tools

Fund Type:
【Alternative Investment】【Balanced Funds】【Equity Funds】【Fixed Income Funds】【Money Market Funds】【Australia Funds】【Brazil Funds】
【China A Share Funds】【Energy Funds】【Gold & Precious Metal Funds】【High Dividend Funds】【BRIC Funds】【ASEAN Funds】【China Funds】

Fund Information:
【Unit Trusts】【Mutual Funds】【Hedge funds】【Balanced Mutual Funds】【Fund】【Mutual Fund】【Fund Trading】【Fund House】【Fund company】【Buy Fund】
【Sell Fund】【Fund Investment】【Mutual Fund Center】【ETF】【Bond Funds】【What is mutual fund】【Financial Planning】【Funds Portfolio】【Fund Management】
【Fund Manager】【Emerging Markets Funds】【Index Funds】【Funds Performance】【Funds Return】【Funds data】【Funds Ranking】【Hong Kong Funds】
【Stocks Funds 】【Funds News】【Funds Quote】【Best Fund】