JPM Global Research Enhanced Index Equity Fund X Accumulation
Fund
ISIN GB00BMZ1GV46 / Valor 58004038
NAV (2024-12-30)
GBP 1.79-1.10%
JPM Global Research Enhanced Index Equity Fund X Accumulation
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General Objective
The fund aims to provide capital growth and outperform the MSCI World Index (Net) over the long-term by investing at least 80% of its assets in a globally diversified portfolio of companies. The risk characteristics of the fund's portfolio will resemble those of the Benchmark.
Fund Exposure
The fund utilizes a fundamental, bottom-up stock selection process and maintains a diversified portfolio with disciplined, risk-controlled construction. It invests primarily in equities of companies worldwide, with the objective of outperforming the Benchmark while managing risk.
Risks
Investors should be aware that the fund is actively managed and may underperform its Benchmark. Additionally, the risk characteristics of the fund's portfolio closely resemble those of the Benchmark, which may constrain its outperformance relative to the Benchmark.