JPMorgan Funds - Global Healthcare Fund A (acc) - USD

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • To achieve a return by investing primarily in pharmaceutical, biotechnology, healthcare services, medical technology and life sciences companies ("Healthcare Companies"), globally.

Investment horizon

  • JPMorgan Funds - Global Healthcare 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

    10 Sept 2025

  • Start date
    01 Oct 2009
  • ISIN
    LU0432979614

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 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • Eli Lilly and Co
    7.4%
  • AbbVie Inc
    7.4%
  • Johnson & Johnson
    7.3%
  • AstraZeneca PLC
    4.8%
  • Boston Scientific Corp
    4.3%
  • Roche Holding AG
    4.0%
  • UnitedHealth Group Inc
    4.0%
  • Stryker Corp
    3.7%
  • Danaher Corp
    3.5%
  • McKesson Corp
    2.8%