JPMorgan Funds - Global Healthcare Fund A (acc) - USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- To achieve a return by investing primarily in pharmaceutical, biotechnology, healthcare services, medical technology and life sciences companies ("Healthcare Companies"), globally.
Investment horizon
- JPMorgan Funds - Global Healthcare Fund 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 date01 Oct 2009
- ISINLU0432979614
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.
- Eli Lilly and Co10.0%
- AbbVie Inc6.5%
- UnitedHealth Group Inc6.5%
- Johnson & Johnson6.5%
- AstraZeneca PLC5.2%
- Boston Scientific Corp4.0%
- Sanofi SA3.3%
- Vertex Pharmaceuticals Inc3.2%
- Medtronic PLC3.2%
- Stryker Corp3.2%