JPM America Equity D (acc) - EUR (hedged) header image

JPM America Equity D (acc) - EUR (hedged)

Fund

ISIN LU0159059210 / Valor 1593932

NAV (2024-12-18)
EUR 27.87%

JPM America Equity D (acc) - EUR (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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OTHER SHARE CLASSES OF THIS FUND

JPMorgan Funds - America Equity Fund C (dist) - USD
JPMorgan Funds - America Equity Fund C (dist) - USD JPMorgan Funds - America Equity Fund C (dist) - USD Valor: 19435597
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Annual Return

-50%0%+50%

Risk level

110
0.02%USD 525.20
JPMorgan Funds - America Equity Fund A (acc) - SGD
JPMorgan Funds - America Equity Fund A (acc) - SGD JPMorgan Funds - America Equity Fund A (acc) - SGD Valor: 11937354
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Annual Return

-50%0%+50%

Risk level

110
0.08%SGD 13.09
JPMorgan Funds - America Equity Fund I (acc) - USD
JPMorgan Funds - America Equity Fund I (acc) - USD JPMorgan Funds - America Equity Fund I (acc) - USD Valor: 2500249
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Annual Return

-50%0%+50%

Risk level

110
0.02%USD 565.79
JPMorgan Funds - America Equity Fund D (acc) - USD
JPMorgan Funds - America Equity Fund D (acc) - USD JPMorgan Funds - America Equity Fund D (acc) - USD Valor: 1130996
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Annual Return

-50%0%+50%

Risk level

110
0.00%USD 51.98
JPMorgan Funds - America Equity Fund A (acc) - HKD
JPMorgan Funds - America Equity Fund A (acc) - HKD JPMorgan Funds - America Equity Fund A (acc) - HKD Valor: 20184042
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Annual Return

-50%0%+50%

Risk level

110
0.02%HKD 52.14
JPMorgan Funds - America Equity Fund A (acc) - AUD
JPMorgan Funds - America Equity Fund A (acc) - AUD JPMorgan Funds - America Equity Fund A (acc) - AUD Valor: 21862147
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Annual Return

-50%0%+50%

Risk level

110
0.31%AUD 59.18
JPMorgan Funds - America Equity Fund I (acc) - EUR
JPMorgan Funds - America Equity Fund I (acc) - EUR JPMorgan Funds - America Equity Fund I (acc) - EUR Valor: 39525601
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Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 270.10
JPMorgan Funds - America Equity Fund D (acc) - EUR
JPMorgan Funds - America Equity Fund D (acc) - EUR JPMorgan Funds - America Equity Fund D (acc) - EUR Valor: 2155139
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Annual Return

-50%0%+50%

Risk level

110
0.09%EUR 46.97
JPM America Equity C (acc) - EUR (hedged)
JPM America Equity C (acc) - EUR (hedged) JPM America Equity C (acc) - EUR (hedged) Valor: 3016653
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 35.11
JPMorgan Funds - America Equity Fund F (acc) - USD
JPMorgan Funds - America Equity Fund F (acc) - USD JPMorgan Funds - America Equity Fund F (acc) - USD Valor: 13262436
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Annual Return

-50%0%+50%

Risk level

110
0.02%USD 114.51