Jupiter China Equity Fund L USD Acc

Equity fund

1 year

Region

Asia

Largest region

High

Risk

Cost

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondets målsetning er å oppnå kapitalvekst ved å investere i en veldiversifisert portefølje av verdipapirer fra selskaper registrert i Kina, og som er notert på nasjonale børser i Kina eller på internasjonalt anerkjente børser utenfor Kina.

Investment horizon

  • Jupiter China Equity Fund L USD Acc 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
    04 May 1998
  • ISIN
    IE0005272640

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

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 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • Tencent Holdings Ltd
    9.4%
  • Xiaomi Corp Class B
    8.8%
  • Pop Mart International Group Ltd Ordinary Shares
    8.0%
  • Alibaba Group Holding Ltd Ordinary Shares
    8.0%
  • China Construction Bank Corp Class H
    4.8%
  • Industrial And Commercial Bank Of China Ltd Class H
    4.5%
  • China Mengniu Dairy Co Ltd
    3.6%
  • NetEase Inc Ordinary Shares
    3.6%
  • Kanzhun Ltd ADR
    3.6%
  • PICC Property and Casualty Co Ltd Class H
    2.7%