JPMorgan Funds - Taiwan Fund A (acc) - USD

Equity fund

1 year

Globe

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

    10 Sept 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

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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Taiwan Semiconductor Manufacturing Co Ltd
    9.8%
  • MediaTek Inc
    9.0%
  • Delta Electronics Inc
    5.9%
  • Hon Hai Precision Industry Co Ltd
    4.3%
  • CTBC Financial Holding Co Ltd
    4.2%
  • Accton Technology Corp
    4.1%
  • Quanta Computer Inc
    4.0%
  • Wiwynn Corp Ordinary Shares
    3.6%
  • Elite Material Co Ltd
    3.5%
  • E. Sun Financial Holding Co Ltd
    3.5%