JPM UK Sustainable Equity Fund B GBP Net Income header image

JPM UK Sustainable Equity Fund B GBP Net Income

Fund

ISIN GB00BMTR8D45 / Valor 11135322

NAV (2024-12-06)
GBP 1.02%

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.

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Source

https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpm-us-sustainable-equity-fund-s-net-accumulation-gb00bmdhd350

Tags:
sustainable investing uk equities ftse all-share index

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OTHER SHARE CLASSES OF THIS FUND

JPM UK Sustainable Equity Fund C GBP Net Income
JPM UK Sustainable Equity Fund C GBP Net Income JPM UK Sustainable Equity Fund C GBP Net Income Valor: 11135324
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.02
JPM UK Sustainable Equity Fund C GBP Net Accumulation
JPM UK Sustainable Equity Fund C GBP Net Accumulation JPM UK Sustainable Equity Fund C GBP Net Accumulation Valor: 11135323
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 1.12
JPM UK Sustainable Equity Fund X GBP Net Accumulation
JPM UK Sustainable Equity Fund X GBP Net Accumulation JPM UK Sustainable Equity Fund X GBP Net Accumulation Valor: 11135330
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.14
JPM UK Sustainable Equity Fund B GBP Net Accumulation
JPM UK Sustainable Equity Fund B GBP Net Accumulation JPM UK Sustainable Equity Fund B GBP Net Accumulation Valor: 11135472
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 1.11
JPM UK Sustainable Equity Fund S GBP Net Accumulation
JPM UK Sustainable Equity Fund S GBP Net Accumulation JPM UK Sustainable Equity Fund S GBP Net Accumulation Valor: 11135327
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 1.13
JPM UK Sustainable Equity Fund S GBP Net Income
JPM UK Sustainable Equity Fund S GBP Net Income JPM UK Sustainable Equity Fund S GBP Net Income Valor: 11135328
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.02