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ETF Actief beheerde strategie
TER
0,57% p.a.
Distributiebeleid
Accumulerend
Replicatie
Fysiek
Fondsgrootte
EUR 2 m
Startdatum
7 september 2018
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Overzicht
Beschrijving
De JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) is een actief beheerde ETF.
The JP Morgan Managed Futures Strategy (EUR Hedged) invests in long and short exposures to multiple asset classes across global markets. Currency hedged to Euro (EUR).
Grafiek
Basis
Data
| Index | JP Morgan Managed Futures (EUR Hedged) |
| Investeringsfocus | Aandelen, Wereld, Alternatieve beleggingen |
| Fondsgrootte | EUR 2 m |
| Totale kostenratio (TER) | 0,57% p.a. |
| Replicatie | Fysiek (Futures) |
| Juridische structuur | ETF |
| Strategierisico | Actief beheerd |
| Duurzaamheid | No |
| Valuta van het fonds | EUR |
| Valutarisico | Valuta gedekt |
| Volatiliteit 1 jaar (in EUR) | 7,59% |
| Startdatum/Noteringsdatum | 7 september 2018 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Ierland |
| Fondsaanbieder | J.P. Morgan |
| Fondsstructuur | Open-ended Investment Company (OEIC) |
| UCITS-conformiteit | Yes |
| Administrateur | Brown Brothers Harriman Fund Administration Services (Ireland) Ltd |
| Beleggingsadviseur | JPMorgan Asset Management (UK) Limited|J. P. Morgan Investment Management Inc. (Sub-Delegate) |
| Bewaarbank | JP Morgan Bank (Ireland) plc |
| Revisiebedrijf | PricewaterhouseCoopers (Ireland) |
| Einde belastingjaar | 31 december |
| Vertegenwoordiger van Zwitserland | JPMorgan Asset Management (Switzerland) LLC |
| Zwitserse uitbetalende instantie | J.P. Morgan (Suisse) SA |
| Duitsland | Belasting intransparant |
| Zwitserland | Geen ESTV-rapportage |
| Oostenrijk | Niet-belastingplichtig fonds |
| UK | UK-rapportage |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | - |
| Collateral manager | |
| Effectenlening | No |
| Tegenpartij die effecten uitleent |
Vergelijkbare ETF
Er zijn momenteel geen ETF die dezelfde index volgen of een identieke beleggingsfocus hebben als de JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc).
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Prestaties
Rendementsoverzicht
| YTD | -16,37% |
| 1 maand | -0,11% |
| 3 maanden | -0,58% |
| 6 maanden | -2,68% |
| 1 jaar | -17,03% |
| 3 jaar | - |
| 5 jaar | - |
| Since inception | - |
| 2025 | +4,79% |
| 2024 | - |
| 2023 | - |
| 2022 | - |
Maandelijks rendement in een heat map
Risico
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risico-overzicht
| Volatiliteit 1 jaar | 7,59% |
| Volatiliteit 3 jaar | - |
| Volatiliteit 5 jaar | - |
| Rendement/Risico 1 jaar | -2,24 |
| Rendement/Risico 3 jaar | - |
| Rendement/Risico 5 jaar | - |
| Maximaal waardedaling 1 jaar | - |
| Maximaal waardedaling 3 jaar | - |
| Maximaal waardedaling 5 jaar | - |
| Maximaal waardedaling sinds aanvang | - |
Voortschrijdende volatiliteit over 1 jaar
Beurs
Beursnoteringen
| Beursnotering | Handelsvaluta | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Stuttgart Stock Exchange | EUR | JMFE | - - | - - | - |
| Borsa Italiana | EUR | JMFE | JMFE IM | JMFE.MI JMFEEUiv.P | |
| London Stock Exchange | EUR | JMFE | JMFE LN | JMFE.L JMFEEUiv.P | |
| SIX Swiss Exchange | EUR | JMFE | JMFE SW | JMFE.S JMFEEUiv.P | |
| Xetra | EUR | JMFE | JMFE GY | JMFE.DE JMFEEUiv.P |
Meer informatie
Nieuwste artikelen
Veelgestelde vragen
What is the name of JMFE?
The name of JMFE is JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc).
What is the ticker of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc)?
The primary ticker of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) is JMFE.
What is the ISIN of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc)?
The ISIN of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) is IE00BF2SYS28.
What are the costs of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc)?
The total expense ratio (TER) of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) amounts to 0,57% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) paying dividends?
JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.
What's the fund size of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc)?
The fund size of JPMorgan Managed Futures UCITS ETF - EUR Hedged (acc) is 2m Euro. See the following article for more information about the size of ETFs.
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.