ISIN US4812C24031

JPMorgan Investor Conservative Growth Fund

JPMorgan Investor Conservative Growth Fund is a multi-asset fund, ISIN US4812C24031.

  • Multi-Asset
  • Multi-Asset Global Defensive

The Fund seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+20.2% Q1
1 year return
+36.4% Q1
3 year return
+38.0% Q1
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month +1.4%
  • 3 months +3.3%
  • Ongoing charge (OCF)

What the fund holds

Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo. Swipe or use the arrows for more panels.

Largest holdings

The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 17 Oct 2026.
  1. 1. CORE BOND FUND, CLASS R635.1%
  2. 2. CORE PLUS BOND FUND, CLASS R615.9%
  3. 3. INCOME FUND, CLASS R66.5%
  4. 4. INTERNATIONAL RESEARCH ENHANCED EQUITY ETF4.3%
  5. 5. U.S. EQUITY FUND, CLASS R64.1%
See all holdingsA free account shows the full list.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.

Risk figures are not available for this fund.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
US4812C24031
Benchmark
Bloomberg U.S. Intermediate Aggregate Index
Ongoing charge
Share class launch date
10 Dec 1996
Domicile
US
Fund type
open-ended fund

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.