JPM Global Research Enhanced Index Equity Fund X2 header image

JPM Global Research Enhanced Index Equity Fund X2

Fund

ISIN GB00BJ0LBG87 / Valor 52437658

NAV (2024-12-31)
GBP 1.92-0.42%

JPM Global Research Enhanced Index Equity Fund X2
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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.

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Source

https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-global-research-enhanced-index-equity-fund-x2-net-accumulation-gb00bj0lbg87

Tags:
global equities msci world index bottom up

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OTHER SHARE CLASSES OF THIS FUND

JPM Global Research Enhanced Index Equity Fund E Accumulation
JPM Global Research Enhanced Index Equity Fund E Accumulation JPM Global Research Enhanced Index Equity Fund E Accumulation Valor: 50818198
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.46%GBP 1.95
JPM Global Research Enhanced Index Equity Fund X Accumulation
JPM Global Research Enhanced Index Equity Fund X Accumulation JPM Global Research Enhanced Index Equity Fund X Accumulation Valor: 58004038
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.45%GBP 1.78