JPM UK Sustainable Equity Fund B 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 the shares of UK Sustainable Companies in any economic sector, or companies that demonstrate improving sustainable characteristics.
Fund Exposure
At least 80% of assets invested in equities of Sustainable Companies, or companies that demonstrate improving sustainable characteristics, that are domiciled, or carrying out the main part of their economic activity, in the UK. The Fund may invest in small capitalization companies and may have significant positions in specific sectors and may be concentrated in a limited number of securities from time to time.
Risks
The Fund may bear little resemblance to its Benchmark, the FTSE All-Share Index (Net), as it is actively managed. Additionally, the Fund may have exposure to companies considered less sustainable than those described above, which could pose risks related to sustainability factors.