JPMorgan Funds - Emerging Markets Sustainable Equity A Acc USD
Equity fund
1 year
Asia
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- 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
- Price/NAV
05 Jun 2025
- 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
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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Taiwan Semiconductor Manufacturing Co Ltd9.2%
- Tencent Holdings Ltd7.0%
- HDFC Bank Ltd3.0%
- PT Bank Central Asia Tbk2.8%
- Wal - Mart de Mexico SAB de CV2.7%
- Itau Unibanco Holding SA Participating Preferred2.6%
- NetEase Inc Ordinary Shares2.4%
- Jeronimo Martins SGPS SA2.3%
- Yum China Holdings Inc2.2%
- SK Hynix Inc2.1%