JPMorgan Investment Funds - Global Macro Sustainable Fund A (acc) - EUR
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- To achieve a return in excess of its cash benchmark by investing globally in a portfolio of securities with positive E/S characteristics, currencies and using derivatives where appropriate. Securities with positive E/S characteristics are securities from issuers that the Investment Manager believes show effective governance and superior management of environmental and social issues. Uses an investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. Seeks to provide the majority of its returns through securities with positive E/S characteristics by incorporating ESG factors, exclusions and positioning the portfolio positively towards companies with above average ESG scores.
Investment horizon
- JPMorgan Investment Funds - Global Macro Sustainable Fund A (acc) - EUR 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 date29 Aug 2019
- ISINLU2003419707
Risk
- Medium (3 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 1,25 %
- 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 34%Interest 66%
Portfolio
Shows the fund's largest investments.
- Japan (Government Of) 0%5.2%
- France (Republic Of) 0%5.1%
- France (Republic Of) 0%5.1%
- France (Republic Of) 0%5.1%
- France (Republic Of) 0%5.1%
- Germany (Federal Republic Of) 0%5.1%
- Germany (Federal Republic Of) 0%5.1%
- Canada (Government of) 0%5.0%
- Canada (Government of) 0%5.0%
- Canada (Government of) 0%5.0%