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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 S2 (acc) - EUR (hedged) Fonds JPMorgan Asset Management (Europe) S.à r.l. EUR -5.11 - - 101.09
JPMorgan Investment Funds - Global Convertibles Conservative Fund S2 (acc) - USD Fonds JPMorgan Asset Management (Europe) S.à r.l. USD - - - 101.09
JPMorgan Investment Funds - Global Convertibles Conservative Fund X (acc) - USD Fonds 1881249 JPMorgan Asset Management (Europe) S.à r.l. USD 7.16 3.29 18.45 102.73
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
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (acc) - USD Fonds 55535064 JPMorgan Asset Management (Europe) S.à r.l. USD -5.57 - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (div) - EUR (hedged) Fonds 55534082 JPMorgan Asset Management (Europe) S.à r.l. EUR -6.36 - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (div) - USD Fonds 55535055 JPMorgan Asset Management (Europe) S.à r.l. USD - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (inc) - CHF (hedged) Fonds 55534098 JPMorgan Asset Management (Europe) S.à r.l. CHF - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (inc) - GBP (hedged) Fonds 55534330 JPMorgan Asset Management (Europe) S.à r.l. GBP - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income A (inc) - SEK (hedged) Fonds 55534355 JPMorgan Asset Management (Europe) S.à r.l. SEK - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (acc) - CHF (hedged) Fonds 55534142 JPMorgan Asset Management (Europe) S.à r.l. CHF - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (acc) - EUR (hedged) Fonds 55534104 JPMorgan Asset Management (Europe) S.à r.l. EUR -5.80 - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (acc) - GBP (hedged) Fonds 55535079 JPMorgan Asset Management (Europe) S.à r.l. GBP - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (acc) - SEK (hedged) Fonds 55535053 JPMorgan Asset Management (Europe) S.à r.l. SEK -5.60 - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (acc) - USD Fonds 55535085 JPMorgan Asset Management (Europe) S.à r.l. USD -4.99 - - 314.32
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (div) - EUR (hedged) Fonds 55534099 JPMorgan Asset Management (Europe) S.à r.l. EUR -5.80 - - 314.32
JPMorgan Investment Funds - Global Opportunistic Convertibles Income C (div) - SEK (hedged) Fonds 55534825 JPMorgan Asset Management (Europe) S.à r.l. SEK - - - 126.54