JPM America Equity A (acc) - AUD (Hedged) header image

JPM America Equity A (acc) - AUD (Hedged)

Fund

ISIN LU0972533318 / Valor 22352743

NAV (2025-02-11)
AUD 35.94-0.08%

JPM America Equity A (acc) - AUD (Hedged)
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General Objective

The fund aims to provide long-term capital growth by investing primarily in a concentrated portfolio of US companies using a fundamental, bottom-up stock selection process. The portfolio is high-conviction and seeks to identify attractive investment ideas from the value and growth investment universes.

Fund Exposure

The fund is primarily exposed to US companies across various sectors, with a focus on Information Technology, Financials, and Consumer Discretionary. The top 10 holdings include companies such as Microsoft, Nvidia, and Amazon.com. The fund also has exposure to sectors such as Energy, Communication Services, and Health Care.

Risks

Investors in this fund are exposed to risks related to concentration, hedging, and equities. Additionally, there are other associated risks such as market volatility that could impact the value of the fund. Potential outcomes to shareholders include the risk of loss and fluctuations in the value of shares, as well as the possibility of not meeting the fund's objective. Investors are advised to review the prospectus for a full description of risks associated with the fund.

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Source

https://am.jpmorgan.com/at/de/asset-management/per/products/jpm-america-equity-a-acc-aud-lu0953097986

Tags:
esg s&p 500 us companies

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