JPMorgan Funds - China A-Share Opportunities Fund C (acc) - USD
Equity fund
1 year
Asia
Largest region
High
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- To provide long-term capital growth by investing primarily in companies of the People's Republic of China (PRC).
Investment horizon
- JPMorgan Funds - China A-Share Opportunities Fund C (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
05 Jun 2025
- Start date10 Sept 2015
- ISINLU1255011501
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 0,75 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 92%Interest 8%
Portfolio
Shows the fund's largest investments.
- Kweichow Moutai Co Ltd Class A6.0%
- Contemporary Amperex Technology Co Ltd Class A5.3%
- China Merchants Bank Co Ltd Class A4.6%
- Ping An Insurance (Group) Co. of China Ltd Class A4.2%
- China Yangtze Power Co Ltd Class A3.5%
- Midea Group Co Ltd Class A3.2%
- CITIC Securities Co Ltd Class A2.6%
- NARI Technology Co Ltd Class A2.4%
- Fuyao Glass Industry Group Co Ltd Shs -H- Unitary 144A/Reg S2.4%
- XCMG Construction Machinery Co Ltd Class A2.0%