Morningstar statistics
Morningstar category: GBP Flexible Allocation
| Return | Risk | Rating | |
| 3 years | Low | Below Average |
 
|
| 5 years | Average | Low |
|
| 10 years | - | - | - |
| Overall | Below Average | Low |
|
Key statistics
| Total assets | ||
| Front load | 3.00% | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | 1.20% | |
| Fund family | JPMorgan Funds Limited |
Purchase information
| Initial | �100,000 | |
| Additional | �10,000 |
11.90-0.13(-1.08%)
Jul 24, 4:00PM GMT+1
Overall Morningstar RatingTM
Description
Advisor Company:
J.P. Morgan International Bank Limited
J.P. Morgan International Bank Limited
JPMorgan Funds Limited
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -8.56 | -4.41 | -3.53 | - | |
| Beta* | 0.87 | 0.60 | 0.55 | - | |
| Mean annual return | -0.30 | 0.23 | 0.06 | - | |
| R-squared* | 51.02 | 56.48 | 69.69 | - | |
| Standard deviation | 7.95 | 5.71 | 6.37 | - | |
| Sharpe ratio | -0.54 | 0.37 | -0.23 | - | |
| * Against standard index | |||||