JPM Global Sustainable Equity Fund C GBP Net Income header image

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.

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Source

https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-global-sustainable-equity-fund-s-net-income-gb00bmtr8q73

Tags:
global equities msci all country world index sustainable companies

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OTHER SHARE CLASSES OF THIS FUND

JPM Global Sustainable Equity Fund S GBP Net Income
JPM Global Sustainable Equity Fund S GBP Net Income JPM Global Sustainable Equity Fund S GBP Net Income Valor: 11135548
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.84%GBP 1.50
JPM Global Sustainable Equity Fund C GBP Net Accumulation
JPM Global Sustainable Equity Fund C GBP Net Accumulation JPM Global Sustainable Equity Fund C GBP Net Accumulation Valor: 11135539
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.85%GBP 1.54
JPM Global Sustainable Equity Fund X GBP Net Income
JPM Global Sustainable Equity Fund X GBP Net Income JPM Global Sustainable Equity Fund X GBP Net Income Valor: 11135550
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.82%GBP 1.51
JPM Global Sustainable Equity Fund B GBP Net Accumulation
JPM Global Sustainable Equity Fund B GBP Net Accumulation JPM Global Sustainable Equity Fund B GBP Net Accumulation Valor: 11135536
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.86%GBP 1.54
JPM Global Sustainable Equity Fund S GBP Net Accumulation
JPM Global Sustainable Equity Fund S GBP Net Accumulation JPM Global Sustainable Equity Fund S GBP Net Accumulation Valor: 11135547
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.84%GBP 1.55
JPM Global Sustainable Equity Fund X GBP Net Accumulation
JPM Global Sustainable Equity Fund X GBP Net Accumulation JPM Global Sustainable Equity Fund X GBP Net Accumulation Valor: 11135548
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.89%GBP 1.56
JPM Global Sustainable Equity Fund B GBP Net Income
JPM Global Sustainable Equity Fund B GBP Net Income JPM Global Sustainable Equity Fund B GBP Net Income Valor: 11135537
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.84%GBP 1.49