Jupiter China Equity Fund L USD Acc
Equity fund
1 year
Asia
Largest region
High
Risk
Annual costs
Morningstar
No
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondets målsetning er å oppnå kapitalvekst ved å investere i en veldiversifisert portefølje av verdipapirer fra selskaper registrert i Kina, og som er notert på nasjonale børser i Kina eller på internasjonalt anerkjente børser utenfor Kina.
Investment horizon
- Jupiter China Equity Fund L USD Acc 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 date04 May 1998
- ISINIE0005272640
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
- SustainabilityNo
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.
- Tencent Holdings Ltd10.4%
- Alibaba Group Holding Ltd Ordinary Shares7.3%
- Pop Mart International Group Ltd Ordinary Shares6.0%
- Xiaomi Corp Class B5.4%
- China Construction Bank Corp Class H5.1%
- Industrial And Commercial Bank Of China Ltd Class H4.2%
- Hong Kong Exchanges and Clearing Ltd4.2%
- Kanzhun Ltd ADR3.9%
- PICC Property and Casualty Co Ltd Class H3.6%
- China Ruyi Holdings Ltd3.0%