JPM US Select Equity Plus A (acc) - HUF (hedged) header image

JPM US Select Equity Plus A (acc) - HUF (hedged)

Fund

ISIN LU1864441917 / Valor 43249268

NAV (2024-12-20)
HUF 25,260.55-1.13%

JPM US Select Equity Plus A (acc) - HUF (hedged)
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General Objective

The fund aims to achieve long-term capital growth by investing directly in securities of US companies and using derivatives to gain exposure to such companies.

Fund Exposure

The fund is primarily exposed to US companies across various sectors such as software & services, semiconductors & hardware, media, financial/business services, and health services & systems. It follows an active extension approach to enhance potential returns without increasing overall net exposure to the market.

Risks

Investors should be aware of the investment risks associated with the fund, including risks from using derivatives, hedging, short positions, and investing in equities. There are also additional risks related to market volatility that could potentially lead to loss of capital or failure to meet the fund's objective.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpm-us-select-equity-plus-c-acc-usd-lu0281484617

Tags:
active management s&p 500 index us companies

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OTHER SHARE CLASSES OF THIS FUND

JPMorgan Funds - US Select Equity Plus Fund A (dist) - USD
JPMorgan Funds - US Select Equity Plus Fund A (dist) - USD JPMorgan Funds - US Select Equity Plus Fund A (dist) - USD Valor: 3031877
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Annual Return

-50%0%+50%

Risk level

110
-1.12%USD 51.39
JPM US Select Equity Plus I2 (acc) - EUR (hedged)
JPM US Select Equity Plus I2 (acc) - EUR (hedged) JPM US Select Equity Plus I2 (acc) - EUR (hedged) Valor: 39398570
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Annual Return

-50%0%+50%

Risk level

110
-1.15%EUR 226.89
JPM US Select Equity Plus A (dist) - EUR
JPM US Select Equity Plus A (dist) - EUR JPM US Select Equity Plus A (dist) - EUR Valor: 43249315
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Annual Return

-50%0%+50%

Risk level

110
-1.13%EUR 249.05
JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD Valor: 3031942
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Annual Return

-50%0%+50%

Risk level

110
-1.13%USD 671.37
JPMorgan Funds - US Select Equity Plus Fund C (acc) - EUR
JPMorgan Funds - US Select Equity Plus Fund C (acc) - EUR JPMorgan Funds - US Select Equity Plus Fund C (acc) - EUR Valor: 39101302
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Annual Return

-50%0%+50%

Risk level

110
-1.12%EUR 303.11
JPM US Select Equity Plus D (acc) - EUR (hedged)
JPM US Select Equity Plus D (acc) - EUR (hedged) JPM US Select Equity Plus D (acc) - EUR (hedged) Valor: 3031923
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Annual Return

-50%0%+50%

Risk level

110
-1.14%EUR 26.03
JPMorgan Funds - US Select Equity Plus Fund D (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund D (acc) - USD JPMorgan Funds - US Select Equity Plus Fund D (acc) - USD Valor: 3031932
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Annual Return

-50%0%+50%

Risk level

110
-1.12%USD 44.96
JPMorgan Funds - US Select Equity Plus Fund X (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund X (acc) - USD JPMorgan Funds - US Select Equity Plus Fund X (acc) - USD Valor: 3031955
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Annual Return

-50%0%+50%

Risk level

110
-1.13%USD 71.70
JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR
JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR Valor: 3031857
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.12%EUR 351.07
JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD Valor: 39398561
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%USD 264.60