All funds

JPMorgan Funds - Europe Sustainable Equity Fund A (acc) - EUR

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • To provide long-term capital growth by investing primarily in European companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics).
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Investment horizon

  • JPMorgan Funds - Europe Sustainable Equity Fund A (acc) - EUR 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

    10 Sept 2025

  • Start date
    14 Dec 2016
  • ISIN
    LU1529808336

Risk

  • Medium (4 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

Annual cost

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 95%
    Interest 5%

Portfolio

Shows the fund's largest investments.

  • SAP SE
    3.2%
  • Siemens AG
    2.8%
  • AstraZeneca PLC
    2.6%
  • 3i Group Ord
    2.6%
  • Roche Holding AG
    2.5%
  • UniCredit SpA
    2.5%
  • Nestle SA
    2.3%
  • Novartis AG Registered Shares
    2.1%
  • Deutsche Telekom AG
    2.0%
  • RELX PLC
    2.0%