JPMorgan Funds - Global Sustainable Equity A (acc) - USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet søker langsiktig kapitalvekst gjennom å investere i små selskaper over hele verden.
Investment horizon
- JPMorgan Funds - Global 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 date30 Mar 2005
- ISINLU0210534813
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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp5.2%
- Amazon.com Inc5.0%
- NVIDIA Corp3.4%
- Linde PLC3.1%
- Mastercard Inc Class A3.1%
- London Stock Exchange Group PLC2.7%
- NextEra Energy Inc2.4%
- Fidelity National Information Services Inc2.3%
- Chipotle Mexican Grill Inc2.1%
- AbbVie Inc2.1%