JPMorgan Funds - Europe Sustainable Small Cap Equity Fund A (acc) - EUR
Equity fund
1 year
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 small capitalisation European companies with positive E/S characteristics or small capitalisation 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).
Investment horizon
- JPMorgan Funds - Europe Sustainable Small Cap 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 date05 Dec 2019
- ISINLU2076839146
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
- SustainabilityPartial
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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- SPIE SA3.1%
- JPM EUR lqdty LVNAV X (T0 acc.)2.2%
- Nexans2.2%
- ICG Plc2.2%
- Bawag Group AG Ordinary Shares2.0%
- Storebrand ASA2.0%
- Bellway PLC1.9%
- Dunelm Group PLC1.8%
- Valmet Oyj1.8%
- OSB Group PLC1.6%