Wandelanleihen
Dachfonds investieren ihre Finanzmittel in andere Investmentfonds. Daher werden sie auch Funds of Funds genannt. Da das Kapital nicht in einzelne Aktien oder Immobilien gehalten wird, kann es in Form eines Dachfonds weiter gestreut werden, was in der Regel zu einer Risikominimierung führt. Maximal dürfen 20 Prozent des verwalteten Vermögens in einen einzigen Fonds investiert werden. Je nach Anteil der Aktien handelt es sich bei einem Dachfonds um eine mittel- bis langfristige Anlage.
| Name | Valor | Fondsgesellschaft | Währ. | 1Y % | 3Y % | 5Y % | Vol. (Mio.) |
|---|---|---|---|---|---|---|---|
| JPM Global Convertibles (EUR) A (acc) - CHF (hedged) Fonds | 4544181 | JPMorgan Asset Management (Europe) S.à r.l. | CHF | 7.66 | 11.51 | -12.54 | 207.09 |
| JPM Global Convertibles (EUR) A (acc) - SEK (hedged) Fonds | 26545998 | JPMorgan Asset Management (Europe) S.à r.l. | SEK | 10.04 | 18.05 | -7.70 | 207.09 |
| JPM Global Convertibles (EUR) A (acc) - USD (hedged) Fonds | 35765959 | JPMorgan Asset Management (Europe) S.à r.l. | USD | 12.57 | 26.79 | 2.70 | 207.09 |
| JPM Global Convertibles (EUR) A (dist) - GBP (hedged) Fonds | 4783288 | JPMorgan Asset Management (Europe) S.à r.l. | GBP | 12.39 | 24.43 | -1.12 | 207.09 |
| JPM Global Convertibles (EUR) C (acc) - CHF (hedged) Fonds | 4812560 | JPMorgan Asset Management (Europe) S.à r.l. | CHF | 8.30 | 13.44 | -10.11 | 207.09 |
| JPM Global Convertibles (EUR) C (acc) - USD (hedged) Fonds | 35765991 | JPMorgan Asset Management (Europe) S.à r.l. | USD | 13.25 | 29.11 | 5.84 | 207.09 |
| JPM Global Convertibles (EUR) C (dist) - EUR Fonds | 19540141 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 10.94 | 20.84 | -3.84 | 207.09 |
| JPM Global Convertibles (EUR) C (dist) - GBP (hedged) Fonds | 4783398 | JPMorgan Asset Management (Europe) S.à r.l. | GBP | 13.07 | 26.70 | 1.91 | 207.09 |
| JPM Global Convertibles (EUR) C (dist) - USD Fonds | 19540158 | JPMorgan Asset Management (Europe) S.à r.l. | USD | 15.78 | 45.04 | -3.43 | 207.09 |
| JPM Global Convertibles Conservative A (acc) - EUR (hedged) Fonds | 35765993 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 5.16 | 14.42 | - | 88.59 |
| JPM Global Convertibles Conservative A (acc) - SGD (Hedged) Fonds | 22505638 | JPMorgan Asset Management (Europe) S.à r.l. | SGD | 5.15 | 15.93 | 7.63 | 88.59 |
| JPM Global Convertibles Conservative A (div) - EUR (hedged) Fonds | 115184227 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 5.16 | 14.40 | - | 88.59 |
| JPM Global Convertibles Conservative C (acc) - EUR (hedged) Fonds | 35765994 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 5.84 | 16.68 | - | 88.59 |
| JPM Global Convertibles Conservative C (acc) - SEK (hedged) Fonds | 115184643 | JPMorgan Asset Management (Europe) S.à r.l. | SEK | 4.45 | - | - | 88.59 |
| JPM Global Convertibles Conservative D (acc) - EUR (hedged) Fonds | 115184058 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 4.63 | 12.71 | - | 88.59 |
| JPM Global Convertibles Conservative D (div) - EUR (hedged) Fonds | 115184061 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 4.63 | 12.70 | - | 88.59 |
| JPM Global Convertibles Conservative I (acc) - EUR (hedged) Fonds | 35765995 | JPMorgan Asset Management (Europe) S.à r.l. | EUR | 5.89 | 16.81 | - | 88.59 |
| JPMorgan Funds - Global Convertibles Fund (EUR) A (dist) - USD Fonds | 1594700 | JPMorgan Asset Management (Europe) S.à r.l. | USD | 15.11 | 42.53 | -6.28 | 207.09 |
| JPMorgan Investment Funds - Global Convertibles Conservative Fund A (acc) - USD Fonds | 1884276 | JPMorgan Asset Management (Europe) S.à r.l. | USD | 7.24 | 21.57 | 13.08 | 88.59 |
| JPMorgan Investment Funds - Global Convertibles Conservative Fund A (dist) - USD Fonds | 23791186 | JPMorgan Asset Management (Europe) S.à r.l. | USD | 7.24 | 21.56 | 13.01 | 88.59 |