JPMorgan Funds - China Fund A (acc) - USD

Equity fund

1 year

Region

Asia

Largest region

High

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet søker å gi en langsiktig avkastning gjennom å hovedsakelig investere i aksjer i Kina. Dette inkluderer også kinesiske selskaper som opererer i Kina men som er notert på Hong Kong børsen eller andre ikke Kinesiske børser.

Investment horizon

  • JPMorgan Funds - China 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

    05 Jun 2025

  • Start date
    30 Mar 2005
  • ISIN
    LU0210526637

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

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • 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 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Alibaba Group Holding Ltd Ordinary Shares
    9.9%
  • Tencent Holdings Ltd
    9.9%
  • Xiaomi Corp Class B
    7.0%
  • Meituan Class B
    4.7%
  • PDD Holdings Inc ADR
    4.6%
  • NetEase Inc Ordinary Shares
    4.2%
  • Ping An Insurance (Group) Co. of China Ltd Class A
    3.8%
  • China Merchants Bank Co Ltd Class A
    3.5%
  • China Citic Bank Corp Ltd Class H
    2.5%
  • Trip.com Group Ltd ADR
    2.1%