JPMorgan Funds - Taiwan Fund A (acc) - USD

Equity fund

1 year

Region

Asia

Largest region

High

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Description

  • To provide long-term capital growth by investing primarily in Taiwanese securities.

Investment horizon

  • JPMorgan Funds - Taiwan Fund A (acc) - USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    13 Jul 2025

  • Start date
    30 Mar 2005
  • ISIN
    LU0210528419

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • Taiwan Semiconductor Manufacturing Co Ltd
    9.3%
  • MediaTek Inc
    7.8%
  • Delta Electronics Inc
    4.4%
  • Quanta Computer Inc
    4.2%
  • CTBC Financial Holding Co Ltd
    4.1%
  • E. Sun Financial Holding Co Ltd
    4.0%
  • Accton Technology Corp
    3.8%
  • Wiwynn Corp Ordinary Shares
    3.6%
  • Hon Hai Precision Industry Co Ltd
    3.2%
  • Elite Material Co Ltd
    2.9%