JPM Global Research Enhanced Index Equity Fund E Accumulation

The fund aims to provide capital growth and outperform the MSCI World Index (Net) over the long-term (5-10 years) by investing at least 80% of its assets in a globally diversified portfolio of companies. The risk characteristics of the portfolio will resemble those of the Benchmark.

The fund utilizes a fundamental, bottom-up stock selection process and is actively managed by a global research team. It invests primarily in equities of companies worldwide, with cash and near cash on an ancillary basis. The portfolio construction is disciplined and risk-controlled to achieve outperformance relative to the Benchmark.

The fund may underperform its Benchmark and the risk characteristics of the portfolio of securities held by the Fund resemble those of the Benchmark. Additionally, the fund may use derivatives for efficient portfolio management and hedging purposes, which could introduce additional risks.

https://am.jpmorgan.com/fi/en/asset-management/institutional/products/jpm-global-research-enhanced-index-equity-x-acc-eur-lu0512953828