JPMorgan Funds - Taiwan Fund A (acc) - USD
Equity fund
1 year
Asia
Largest region
High
Risk
Cost
Morningstar
No
Sustainability
Development
Last 5 years
( ann.)
Description
- To provide long-term capital growth by investing primarily in Taiwanese securities.
Investment horizon
- JPMorgan Funds - Taiwan 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 date30 Mar 2005
- ISINLU0210528419
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
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.
- Taiwan Semiconductor Manufacturing Co Ltd9.5%
- MediaTek Inc7.1%
- CTBC Financial Holding Co Ltd4.6%
- Delta Electronics Inc4.5%
- E. Sun Financial Holding Co Ltd4.1%
- Quanta Computer Inc3.8%
- Cathay Financial Holding Co Ltd3.7%
- Hon Hai Precision Industry Co Ltd3.6%
- Accton Technology Corp3.4%
- ASE Technology Holding Co Ltd3.4%