JPMorgan Funds - Europe Sustainable Equity Fund A (acc) - EUR
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- To provide long-term capital growth by investing primarily in European 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 - Europe Sustainable Equity Fund A (acc) - EUR 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 date14 Dec 2016
- ISINLU1529808336
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 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- Nestle SA3.3%
- SAP SE3.3%
- 3i Group Ord3.2%
- Siemens AG2.8%
- Deutsche Telekom AG2.6%
- Roche Holding AG2.6%
- RELX PLC2.4%
- Novartis AG Registered Shares2.3%
- UniCredit SpA2.2%
- Munchener Ruckversicherungs-Gesellschaft AG2.1%