JPMorgan Funds - Global Focus Fund A (acc) EUR
Equity fund
1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Fondet tar sikte på å gi førsteklasses langsiktig kapitalvekst ved å investere primært i en aggressivt forvaltet portefølje med store, mellomstore og små selskaper over hele verden, som forvalteren mener er attraktivt verdivurderte og som har betydelig potensial for resultatvekst eller bedring av resultater. Minst 67 % av fondets kapital vil bli investert i aksjepapirer i store, mellomstore og små selskaper som forvalteren mener er attraktivt verdivurdert og som har potensial for betydelig resultatvekst eller forbedret inntjening. Verdipapirenes utstedere kan være fra et hvilket som helst land, herunder fremvoksende markeder.
Investment horizon
- JPMorgan Funds - Global Focus 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
- NAV/Price
11 May 2026
- Margin rate
- Start date30 Mar 2005
- ISINLU0210534227
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
- 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 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp7.5%
- Amazon.com Inc4.5%
- Microsoft Corp4.4%
- Mastercard Inc Class A3.6%
- Apple Inc3.0%
- Meta Platforms Inc Class A2.9%
- Shell PLC2.5%
- Exxon Mobil Corp2.4%
- NextEra Energy Inc2.4%
- Broadcom Inc2.4%