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JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - JPY

Equity fund

1 year

Region

Japan

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Minst 67 % av underfondets kapital (eksklusive kontanter og kontantekvivalenter) vil bli investert i aksjepapirer i selskaper som er hjemmehørende i, eller har det meste av sin økonomiske virksomhet i, Japan. Underfondet bruker en investeringsprosess som er basert på fundamental analyse av selskaper og deres fremtidige resultater og kontantstrømmer, av et analyseteam bestående av analytikere som er spesialister innenfor (på) sine sektorer. Underfondet kan investere i aktiva pålydende enhver valuta, og valutaeksponeringen kan sikres. Underfondet kan bruke finansielle derivatinstrumenter med sikring av porteføljen eller effektiv porteføljeforvaltning som formål.
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Investment horizon

  • JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - JPY 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 date
    11 Nov 1993
  • ISIN
    LU0070214613

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

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.

  • Mitsubishi UFJ Financial Group Inc
    6.7%
  • Sony Group Corp
    6.6%
  • Tokio Marine Holdings Inc
    6.0%
  • Hitachi Ltd
    4.4%
  • Keyence Corp
    3.9%
  • Shin-Etsu Chemical Co Ltd
    3.6%
  • Nintendo Co Ltd
    3.0%
  • Hoya Corp
    2.8%
  • Nippon Telegraph & Telephone Corp
    2.8%
  • Suzuki Motor Corp
    2.7%