JPMorgan Funds - China A-Share Opportunities Fund C (acc) - USD
Equity fund
1 year
Asia
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- The fund provide long-term capital growth by investing primarily in companies of the People's Republic of China (PRC). At least 67% of assets invested in China A-Shares of companies that are domiciled, or carrying out the main part of their economic activity, in the PRC through the China-Hong Kong Stock Connect Programmes and the QFI programme.
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
- NAV/Price
09 Feb 2026
- Margin rate
- 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
Annual cost
- Ongoing costs
Includes management fees of 0,75 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 95%Interest 5%
Portfolio
Shows the fund's largest investments.
- Contemporary Amperex Technology Co Ltd Class A6.6%
- Ping An Insurance (Group) Co. of China Ltd Class A5.0%
- Kweichow Moutai Co Ltd Class A4.8%
- China Merchants Bank Co Ltd Class A3.6%
- Zijin Mining Group Co Ltd Class A3.0%
- Sieyuan Electric Co Ltd Class A2.9%
- NAURA Technology Group Co Ltd Class A2.8%
- Wus Printed Circuit (Kunshan) Co Ltd Class A2.4%
- CITIC Securities Co Ltd Class A2.4%
- XCMG Construction Machinery Co Ltd Class A2.3%