JPMorgan Investment Funds - Europe Strategic Dividend Fund A (acc) - EUR
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The investment objective of the fund is to provide long-term returns by investing primarily in high dividend yielding equity securities of European companies. Uses a bottom-up stock selection process. Uses the full breadth of the eligible equity investment universe through a combination of fundamental research insights and quantitative analysis. Seeks to identify high dividend yielding securities that are fundamentally sound.
Investment horizon
- JPMorgan Investment Funds - Europe Strategic Dividend 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 date23 Feb 2005
- ISINLU0169527297
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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- JPM EUR lqdty LVNAV X (T0 acc.)3.7%
- SAP SE2.4%
- Novartis AG Registered Shares2.3%
- Shell PLC2.0%
- Roche Holding AG1.9%
- HSBC Holdings PLC1.7%
- Deutsche Telekom AG1.6%
- Banco Santander SA1.3%
- Allianz SE1.3%
- Iberdrola SA1.1%