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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.)
JPMorgan Investment Funds - Global Convertibles Conservative Fund A (acc) - USD Fonds 1884276 JPMorgan Asset Management (Europe) S.à r.l. USD 7.11 -1.62 12.87 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund A (dist) - USD Fonds 23791186 JPMorgan Asset Management (Europe) S.à r.l. USD 7.12 -1.65 12.74 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund A (mth) - USD Fonds 18857769 JPMorgan Asset Management (Europe) S.à r.l. USD 7.11 -1.65 12.75 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund C (acc) - SGD (hedged) Fonds 29571527 JPMorgan Asset Management (Europe) S.à r.l. SGD 11.20 - - 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund C (acc) - USD Fonds 1881247 JPMorgan Asset Management (Europe) S.à r.l. USD 7.81 0.28 16.35 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund C (dist) - EUR (hedged) Fonds 115186850 JPMorgan Asset Management (Europe) S.à r.l. EUR 2.54 - - 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund C (dist) - USD Fonds 29286270 JPMorgan Asset Management (Europe) S.à r.l. USD 7.33 10.99 20.11 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund C (mth) - USD Fonds 18857772 JPMorgan Asset Management (Europe) S.à r.l. USD 7.81 0.28 16.35 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund C C (div) - USD Fonds JPMorgan Asset Management (Europe) S.à r.l. USD - - - 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund D (acc) - USD Fonds 1881248 JPMorgan Asset Management (Europe) S.à r.l. USD 6.58 -3.12 9.97 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund D (mth) - USD Fonds 18857773 JPMorgan Asset Management (Europe) S.à r.l. USD 6.58 -3.11 9.95 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund I (acc) - USD Fonds 2503119 JPMorgan Asset Management (Europe) S.à r.l. USD 7.85 0.41 16.58 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund I2 (acc) - USD Fonds JPMorgan Asset Management (Europe) S.à r.l. USD 1.87 - - 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund S2 (acc) - EUR (hedged) Fonds JPMorgan Asset Management (Europe) S.à r.l. EUR -5.11 - - 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund S2 (acc) - USD Fonds JPMorgan Asset Management (Europe) S.à r.l. USD - - - 100.75
JPMorgan Investment Funds - Global Convertibles Conservative Fund X (acc) - USD Fonds 1881249 JPMorgan Asset Management (Europe) S.à r.l. USD 8.45 2.10 20.37 100.75
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (acc) - CHF (hedged) Fonds 55534106 JPMorgan Asset Management (Europe) S.à r.l. CHF - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (acc) - EUR (hedged) Fonds 55534094 JPMorgan Asset Management (Europe) S.à r.l. EUR -6.36 - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (acc) - GBP (hedged) Fonds 55535066 JPMorgan Asset Management (Europe) S.à r.l. GBP - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (acc) - SEK (hedged) Fonds 55534366 JPMorgan Asset Management (Europe) S.à r.l. SEK - - - 126.54