- SEI UN CONSULENTE FINANZIARIO AUTONOMO?
- Scopri i vantaggi del nostro servizio
JB Strategy Balanced (EUR) K Acc EUR - IE000JEQKLW7
Obiettivo di investimento dichiarato
The investment objective of the Fund is to achieve a consistent return and long-term capital growth in EUR. The Fund will seek to achieve its investment objective by investing in bonds, equities and equity-related securities, exchange traded commodities (ETCs) and collective investment schemes (CIS) worldwide.
Anagrafica e indicatori
| ISIN: IE000JEQKLW7 | Benchmark dichiarato: ND |
| Prezzo/Nav al 25/03/2026: 182,98 EUR | Benchmark Morningstar: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
| Investimento minimo: 1.000.000,00 EUR | Società di Gestione: Three Rock |
| Categoria Morningstar: Bilanciati Moderati EUR - Globali | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 5,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 1,05% |
| Commissione di performance | NO |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | -0,67% | -1,28% |
| Rendimento 1 anno % | 6,07% | 5,14% |
| Rendimento 3 anni % | 9,09% | 7,03% |
| Rendimento 5 anni % | 4,57% | 2,75% |
| Rendimento 10 anni % | 4,60% | 3,54% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo JB Strategy Balanced (EUR) K Acc EUR al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Bilanciati Moderati EUR - Globali.
- Algebris Financial Income R CHF Acc Hdg - IE00BCZQ7S31
- Algebris Financial Income R EUR Acc - IE00BCZQ7T48
- Algebris Financial Income R GBP Acc - IE00BCZNX194
- Algebris Financial Income R USD Acc - IE00BCZNXN11
- Algebris Financial Income RD CHF Inc - IE00BD3D0179
- Algebris Financial Income RD EUR Inc - IE00BCZNX202
- Algebris Financial Income RD GBP Inc - IE00BCZNX319
- Algebris Financial Income RD USD Inc - IE00BCZNX426
- AB Sustainable All Market A EUR - LU2211954693
- Allianz Better World Moderate AT EUR - LU2364421367
- Amundi Fds Global Mlt-Asst E2 EUR C - LU1883328202
- Amundi Fds Global Mlt-Asst F EUR C - LU1883328384
- Amundi Fds Global Mlt-Asst G EUR C - LU1883328467
- Amundi Fds Multi-Asset Climate FEURC - LU2018720735
- Amundi Fds Multi-Asset Climate GEURC - LU0907915325
- Amundi FS Multi-Asset Bal E € C - LU1121646936
- Amundi FS Multi-Asset Bal F € C - LU1121647074
- BGF Climate Transition Multi-Ast C2 - LU2377033084
- BGF Climate Transition Multi-Ast E2 - LU2377033241
- BGF ESG Multi-Asset C2 - LU0147384282
- BGF ESG Multi-Asset C2 USD H - LU0494093544
- BGF ESG Multi-Asset E2 - LU0093503737
- BGF ESG Multi-Asset E2 USD H - LU0494093627
- BSF Managed Index Port Cnsv E2 EUR - LU2075911144
- BSF Managed Index Port Mod E2 EUR - LU2075911573
- BNP Paribas Sust Mul Ast Bal Cl Acc - LU1956154386
- BNP Paribas Sust Mul Ast Bal Cl EUR Inc - LU1956154469
- BNP Paribas Sust Mul Ast Bal Cl EURMDInc - LU2355553285
- BNP Paribas Sust Mul Ast Bal N EUR Acc - LU1956155276
- DPAM L Balanced Conservative Sust A - LU1499202692
- DPAM L Balanced Conservative Sust B - LU0215993790
- DPAM L Balanced Conservative Sust V - LU1867119478
- DPAM L Balanced Conservative Sust W - LU1867119635
- Carmignac Multi Expertise A EUR Acc - FR0010149203
- Carmignac Patrimoine A EUR Acc - FR0010135103
- Carmignac Patrimoine A EUR Ydis - FR0011269588
- Carmignac Patrimoine E EUR Acc - FR0010306142
- Carmignac Pf Patrimoine A EUR Acc - LU1299305190
- Carmignac Pf Patrimoine A EUR Minc - LU1163533422
- Carmignac Pf Patrimoine E EUR Acc - LU1299305943
- Carmignac Pf Patrimoine E EUR Minc - LU1163533349
- DPAM B Balanced Low Strat A - BE6264045764
- DPAM B Balanced Low Strat B - BE6264046770
- DPAM B Balanced Strategy A - BE6227493937
- DPAM B Balanced Strategy B - BE6227494943
- DPAM B Balanced Strategy W - BE6309882320
- Etica Bilanciato R - IT0003409213
- Etica Bilanciato RD - IT0005336851
- Etica Obiettivo Sociale R - IT0005497729
- Etica Obiettivo Sociale RD - IT0005497745
- Etica Transizione Climatica R - IT0005341901
- Etica Transizione Climatica RD - IT0005341943
- Eurizon AM Sicav Obiettivo Controllo R - LU1412705326
- Eurizon AM Sicav Social 4 Planet R - LU1785078186
- Eurizon Global Allocation R EUR Acc - LU2629378014
- Eurizon Manager Selection MS 40 - LU0256013359
- FAST Global Income Bldr 50 A-Acc-EUR - LU3034125735
- FAST Global Income Bldr 50 A-QInc-EUR - LU3034125818
- FAST Global Income Bldr 50 B1-Acc-EUR - LU3034125909
- FAST Global Income Bldr 50 B1-QInc-EUR - LU3034126030
- FAST Global Income Bldr 50 B1-QIncG-EUR - LU3034125065
- FAST Global Income Bldr 50 D-Acc-EUR - LU3034126113
- FAST Global Income Bldr 50 D-QInc(G)-EUR - LU3034125149
- FAST Global Income Bldr 50 D-QInc-EUR - LU3034126204
- FAST Global Income Bldr 50 E-Acc-EUR - LU3034126386
- FAST Global Income Bldr 50 E-QInc(G)-EUR - LU3034125222
- FAST Global Income Bldr 50 E-QInc-EUR - LU3034126469
- FAST Global Income Bldr 50 T-Acc-EUR - LU3034126543
- FAST Global Income Bldr 50 T-QInc(G)-EUR - LU3034125578
- FAST Global Income Bldr 50 T-QInc-EUR - LU3034125495
- FAST Global Income Bldr 50A-QIncG-EUR - LU3034124928
- Fid FAST Glbl Inc Bldr Evltn 50 D Acc € - LU3212532025
- Fid FAST Glbl Inc Bldr Evltn 50 D QIncG€ - LU3212532298
- Fid FAST Glbl Inc Bldr Evltn 50 TQInc€ - LU3212531308
- Fid FAST Glbl Inc Bldr Evltn 50B1Acc€ - LU3212531720
- Fid FAST Glbl Inc Bldr Evltn50AQInc€ - LU3212531647
- Fid FAST Glbl Inc Bldr Evltn50B1QInc(G)€ - LU3212531993
- Fid FAST Glbl Inc Bldr Evltn50EQInc€ - LU3212530912
- Fid FAST Glbl Inc Bldr Evltn50TAcc€ - LU3212531134
- Fidelity FAST Global MA Thematic 60DAcc€ - LU2861024763
- Global Multi Asset Thematic 60 A Acc EUR - LU2597975940
- Global Multi Asset Thematic 60 B1 AccEUR - LU2837878185
- Global Multi Asset Thematic 60 E Acc EUR - LU2597976088
- Global Multi Asset Thematic 60 T Acc EUR - LU2547707526
- FvS Multi Asset Balanced ET - LU1245471054
- Franklin Diversified Bal A(acc)EUR - LU1147470170
- Franklin Diversified Bal A(Qdis)EUR - LU1244551203
- Franklin Diversified Bal A(Ydis)EUR - LU1147469677
- Franklin Diversified Bal N(acc)EUR - LU1147470097
- Franklin Diversified Bal N(Ydis)EUR - LU1244551468
- Franklin Glbl Mlt-Asst Inc A(acc)EUR - LU0909060385
- Franklin Glbl Mlt-Asst Inc A(Qdis)EUR - LU0909060542
- Franklin Glbl Mlt-Asst Inc A(Ydis)EUR - LU0909060468
- Franklin Glbl Mlt-Asst Inc N(acc)EUR - LU0909060625
- Franklin Glbl Mlt-Asst Inc N(Qdis)EUR - LU1244549991
- Franklin Glbl Mlt-Asst Inc N(Ydis)EUR - LU1244549728
- Generali Global Multi Asset Inc DX Acc - LU1357655627
- Generali Global Multi Asset Inc DY Inc - LU1357656435
- Generali Global Multi Asset Inc EX Acc - LU1357655890
- Generali Global Multi Asset Inc EY Inc - LU1357656518
- GP&G Fund Multistrategy PX - LU2747044464
- GP&G Fund Multistrategy RX - LU0364482454
- GS Gbl Flex MltAsst X Cap EUR - LU0809674384
- GS Gbl Flex MltAsst X Dis EUR - LU1087788144
- GS Patrimonial Balanced-X Cap EUR - LU0121216955
- Invesco Global Income A EUR Acc - LU1097688714
- Invesco Global Income A EUR QD-GI - LU1097688805
- Invesco Global Income E EUR Acc - LU1097689522
- Invesco Global Income E EUR QD-GI - LU1097689795
- Invesco Global Income R EUR Acc - LU1642784844
- Invesco Global Income R EUR QD-GI - LU1097689878
- Invesco Global Income R USDH Acc - LU1642784760
- Invesco Sustainable Allc A Acc EUR - LU1701702372
- Invesco Sustainable Allc A Acc USD Hdg - LU2401541888
- Invesco Sustainable Allc E Acc EUR - LU1701702703
- Invesco Sustainable Allc R Acc EUR - LU1701702968
- Invesco Sustainable Allc R Acc USD H - LU2692274603
- Invesco Transition Glbl Inc A EUR Acc - LU2530422497
- Invesco Transition Glbl Inc A EUR ADis - LU2530422570
- Invesco Transition Glbl Inc E EUR Acc - LU2708676346
- Invesco Transition Glbl Inc R EUR Acc - LU2708675884
- Invesco Transition Glbl Inc R USD H Acc - LU2708676007
- JSS MA Thmtc Bal EUR P € acc - LU2427701961
- JSS MA Thmtc Bal EUR P €dist - LU0058893917
- JSS Mlt-Asst Glbl Opp P CHFH acc - LU1111702079
- JSS Mlt-Asst Glbl Opp P EUR dis - LU0058892943
- JSS Mlt-Asst Glbl Opp P USD H2 acc - LU1842719665
- JSS Mlt-Asst Glbl OppP CHF H2 Dis - LU2273130133
- JPM Global Balanced A (acc) EUR - LU0070212591
- JPM Global Balanced A (acc) USDH - LU0957039414
- JPM Global Balanced A (dist) EUR - LU0247991317
- JPM Global Balanced D (acc) EUR - LU0115099839
- JPM Global Balanced D (acc) USDH - LU0957040008
- JPM Global Income A (acc) EUR - LU0740858229
- JPM Global Income A (acc) USDH - LU0762807625
- JPM Global Income A (div) EUR - LU0395794307
- JPM Global Income A (div) USDH - LU0726765562
- JPM Global Income D (acc) EUR - LU0740858492
- JPM Global Income D (acc) USDH - LU0762814597
- JPM Global Income D (div) EUR - LU0404220724
- JPM Global Income D (div) USDH - LU0748075263
- JPM Global Income D (mth) EUR - LU1555763835
- JPM Global Income ESG A acc - EUR - LU2279688936
- JPM Global Income ESG A div - EUR - LU2279689587
- JPM Global Income ESG D acc - EUR - LU2279691138
- JPM Global Income ESG D div - EUR - LU2279691211
- M&G (Lux) Income Allocation A EUR Acc - LU1582984818
- M&G (Lux) Income Allocation A EUR Inc - LU1582984909
- M&G (Lux) Income Allocation A Q EUR Inc - LU1582985039
- M&G (Lux) Income Allocation A USD H Acc - LU1582986359
- M&G (Lux) Income Allocation A USD H Inc - LU1582986433
- M&G (Lux) Income Allocation B Q EUR Acc - LU1582985112
- M&G (Lux) Income Allocation B Q EUR Inc - LU1582985203
- M&G (Lux) Sustainable Allc A EUR Acc - LU1900799617
- M&G (Lux) Sustainable Allc A EUR Inc - LU1900799708
- M&G (Lux) Sustainable Allc AH USD Acc - LU1900801454
- M&G (Lux) Sustainable Allc AH USD Inc - LU1900801611
- M&G (Lux) Sustainable Allc B EUR Acc - LU1900799880
- M&G (Lux) Sustainable Allc B EUR Inc - LU1900799963
- Mediobanca Global Multimanager 35 C - IT0005342511
- Mediobanca Global Multimanager 35 CD - IT0005342578
- Mediobanca Global Multimanager 35 G - IT0005342552
- Mediobanca Global Multimanager 35 GD - IT0005342594
- Ostrum Total Return Cnsrv R/A EUR - LU0935228691
- Ostrum Total Return Cnsrv RE/A EUR - LU0935228774
- Ostrum Total Return Cnsrv RE/D EUR - LU0935228931
- NEF Ethical Balanced Dynamic D Inc - LU1538290393
- NEF Ethical Balanced Dynamic R Acc - LU1249493435
- Nordea 1 - Stable Return AP EUR - LU0255639139
- Nordea 1 - Stable Return BP EUR - LU0227384020
- Nordea 1 - Stable Return E EUR - LU0227385266
- Nordea 1 - Stable Return HB CHF - LU0772962477
- Nordea 1 - Stable Return HB USD - LU1032955483
- Nordea 1 - Stable Return ME EUR - LU1009765444
- Nordea 1 - Stable Return MP EUR - LU1221952523
- Raiffeisen PAC Obiettivo Att. 70 (R) VTA - AT0000A3NK78
- Raiffeisen Sustainable Mix (R) VTA - AT0000785381
- Raiffeisen-Nachhaltigkeit-Mix S A - AT0000A2E091
- Raiffeisen-Portfolio-Balanced VT - AT0000A1GVB9
- Raiffeisenfonds-Ertrag VT - AT0000743588
- Robeco Sustainable Dvrs Allc B € - LU2776675097
- Robeco Sustainable Dvrs Allc D € - LU2730330177
- Robeco Sustainable Dvrs Allc E € - LU2776674959
- R-co Valor Balanced C EUR - FR0013367265
- R-co Valor Balanced F EUR - FR0013367281
- R-co Valor Balanced R EUR - FR0013367356
- Russell Inv Mlt-Asst Gr Strat Euro B - IE00B84TCG88
- Russell Inv Mlt-Asst Gr Strat Euro U - IE00B7LW0N65
- SWC (LU) PF Cmtt Ambition (EUR) AA - LU0161533970
- SWC (LU) PF Cmtt Ambition (EUR) AT - LU0112799613
- SWC (LU) PF Cmtt Balance (EUR) AA - LU0112804983
- SWC (LU) PF Cmtt Balance (EUR) AT - LU0161533624
- SWC (LU) PF Sust Balanced (EUR) AA - LU0208341965
- SWC (LU) PF Sust Balanced (EUR) AT - LU0208341536
- Symphonia Azionario Attivo R EUR Inc - LU2307899240
- Symphonia Azionario Attivo R1 EUR Acc - LU2279794965
- Symphonia Patrimonio Attivo - IT0000382603
- UBS (Lux) SF Balanced (EUR) CHF H P-acc - LU1271704360
- UBS (Lux) SF Balanced (EUR) P-acc - LU0049785446
- UBS (Lux) SF Balanced (EUR) P-dist - LU0049785362
- UBS (Lux) SF Balanced (EUR) USD H P-4%md - LU1107510445
- UBS (Lux) SF Balanced (EUR) USD H P-acc - LU2820609738
- UniRak ESG A - LU0718558488
- UniRak ESG C - LU2338529535
Le informazioni su Fondi Comuni di Investimento, Sicav e Fondi Pensione Aperti messe a disposizione sul Sito sono di esclusiva proprietà di Morningstar Italy S.r.l. (http://www.morningstar.it/it/). Innofin non è pertanto in alcun modo responsabile della veridicità, completezza e aggiornamento delle Informazioni.
