JPMorgan Funds - Korea Equity Fund A (acc) USD
Equity fund
1 year
Asia
Largest region
High
Risk
Annual costs
Morningstar
No
Sustainability
Development
Last 5 years
( ann.)
Details
- The fund provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies.
Investment horizon
- JPMorgan Funds - Korea Equity 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
- NAV/Price
13 Sept 2026
- Margin rate
- Start date27 Sept 2007
- ISINLU0301634860
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
- SustainabilityNo
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 105%Interest -5%
Portfolio
Shows the fund's largest investments.
- SK hynix Inc11.8%
- Samsung Electronics Co Ltd10.9%
- SK Square9.0%
- Samsung C&T Corp4.8%
- Samsung Electro-Mechanics Co Ltd4.7%
- SK Inc3.5%
- Shinhan Financial Group Co Ltd3.2%
- HD Hyundai Heavy Industries2.8%
- KB Financial Group Inc2.8%
- Samsung Life Insurance Co Ltd2.4%