JPM US Hedged Equity I (dist) - EUR (hedged)
ISIN LU1303362567 / Valor 29969447
JPM US Hedged Equity I (dist) - EUR (hedged)
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General Objective
The fund aims to provide long-term capital growth with lower volatility compared to traditional long-only US equity strategies by directly investing in US companies and using derivatives.
Fund Exposure
The fund primarily focuses on US companies and utilizes a research-driven investment process based on fundamental analysis. It builds a portfolio by overweighting securities with potential to outperform and underweighting overvalued securities. The fund combines bottom-up stock selection with an option overlay strategy to mitigate downside risk.
Risks
Investors in this fund are exposed to investment risks related to the techniques and securities used, such as derivatives, hedging, and equities. Additionally, there are other associated risks, including market risks, that could lead to loss of capital or volatility in the fund's performance.
Source
https://am.jpmorgan.com/at/de/asset-management/per/products/jpm-us-hedged-equity-c-acc-eur-hedged-lu1297691492
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