JPMorgan Funds - Middle East, Africa and Emerging Europe Opportunities Fund A Acc USD
Equity fund
1 year
Africa
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Details
- To provide long-term capital growth by investing primarily in companies of the Middle East, Africa and emerging markets of Europe. At least 67% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the Middle East, Africa and emerging market countries of Europe.
Investment horizon
- JPMorgan Funds - Middle East, Africa and Emerging Europe Opportunities 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
17 Dec 2025
- Margin rate
- Start date30 Jan 2023
- ISINLU2539336078
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
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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Al Rajhi Bank4.1%
- Gold Fields Ltd3.4%
- Naspers Ltd Class N2.9%
- JPM USD Liquidity LVNAV X (dist.)2.7%
- Saudi National Bank2.6%
- Qatar National Bank SAQ2.6%
- Valterra Platinum Ltd2.3%
- Standard Bank Group Ltd2.3%
- Emaar Properties PJSC2.2%
- Firstrand Ltd2.1%