JPMorgan Funds - Europe Sustainable Small Cap 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 small capitalisation European companies with positive E/S characteristics or small capitalisation 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 Small Cap 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 date05 Dec 2019
- ISINLU2076839146
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.
- SPIE SA3.1%
- Bellway PLC2.3%
- Bawag Group AG Ordinary Shares2.2%
- Intermediate Capital Group PLC2.1%
- MITIE Group PLC2.0%
- Arcadis NV1.9%
- Valmet Oyj1.8%
- Dunelm Group PLC1.7%
- Nexans1.7%
- Banca Monte dei Paschi di Siena1.6%