JPMorgan Funds - Emerging Markets Sustainable Equity A Acc USD
Equity fund
1 year
Asia
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- To provide long-term capital growth by investing primarily in emerging market companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics).
Investment horizon
- JPMorgan Funds - Emerging Markets Sustainable Equity 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
- NAV/Price
16 Dec 2025
- Margin rate
- Start date12 Nov 2019
- ISINLU2051468812
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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Taiwan Semiconductor Manufacturing Co Ltd9.6%
- Tencent Holdings Ltd7.7%
- SK Hynix Inc4.9%
- PT Bank Central Asia Tbk2.7%
- Itau Unibanco Holding SA Participating Preferred2.3%
- HDFC Bank Ltd2.2%
- Wiwynn Corp Ordinary Shares2.1%
- Delta Electronics Inc1.9%
- NetEase Inc Ordinary Shares1.9%
- Firstrand Ltd1.8%