JPM Europe (ex-UK) Sustainable Equity Fund B - Net Accumulation
Fund
ISIN GB00B1YX5K62 / Valor 3970304
NAV (2024-10-22)
GBP 3.07-0.90%
JPM Europe (ex-UK) Sustainable Equity Fund B - Net Accumulation
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in the shares of European Sustainable Companies (excluding the UK) in any economic sector, or companies that demonstrate improving sustainable characteristics.
Fund Exposure
At least 80% of assets invested in equities of Sustainable Companies, or companies demonstrating improving sustainable characteristics, that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK). The Fund may invest in small capitalization companies. The Fund will focus on Sustainable Companies rather than companies that demonstrate improving sustainable characteristics.
Risks
The Fund may also invest up to 20% of its assets in equities of companies that are considered less sustainable than those described above. Additionally, the Fund excludes certain sectors, companies/issuers, or practices from the investment universe based on specific values or norms-based criteria.