JPM Global Sustainable Equity Fund C GBP Net Income
Fund
ISIN GB00BMTR8N43 / Valor 11135539
NAV (2025-01-16)
GBP 1.50+1.83%
JPM Global Sustainable Equity Fund C GBP Net Income
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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 global Sustainable Companies or companies that demonstrate improving sustainable characteristics.
Fund Exposure
The Fund is primarily exposed to equities of Sustainable Companies or companies with improving sustainable characteristics worldwide, including emerging markets. It may also invest in small capitalization companies and up to 10% in China A-Shares through the China-Hong Kong Stock Connect Programmes.
Risks
The Fund may be concentrated in a limited number of securities at times and may invest in companies considered less sustainable. Additionally, there are risks associated with the exclusionary framework used for sustainability assessment and the active engagement with companies to influence their behavior towards best practices.