JPM US Select Equity Plus A (dist) - EUR header image

JPM US Select Equity Plus A (dist) - EUR

Fund

ISIN LU1864442998 / Valor 43249315

NAV (2025-11-19)
EUR 249.13+1.60%

JPM US Select Equity Plus A (dist) - EUR
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The JPM US Select Equity Plus Fund aims for long-term capital growth by investing primarily in a diverse range of large-cap U.S. companies. Managed by Susan Bao and Steven Lee, the fund employs a research-driven approach, extensively analyzing companies' future earnings and cash flows with the help of specialist sector analysts. It actively selects and purchases stocks deemed attractive while shorting those considered less promising, leveraging derivatives to enhance potential returns without increasing overall market exposure. This strategy focuses on building a robust portfolio of well-analyzed U.S. equities to achieve sustained growth.

Content summarized by AI chatbot
Tags:
active management s&p 500 index us companies

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

JPMorgan Funds - US Select Equity Plus Fund A (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund A (acc) - USD JPMorgan Funds - US Select Equity Plus Fund A (acc) - USD Valor: 3031842
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.19%USD 58.63
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%EUR 28.24
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.20%USD 80.95
JPMorgan Funds - US Select Equity Plus Fund A (dist) - GBP
JPMorgan Funds - US Select Equity Plus Fund A (dist) - GBP JPMorgan Funds - US Select Equity Plus Fund A (dist) - GBP Valor: 3031867
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.58%GBP 45.04
JPM US Select Equity Plus A (acc) - EUR (hedged)
JPM US Select Equity Plus A (acc) - EUR (hedged) JPM US Select Equity Plus A (acc) - EUR (hedged) Valor: 3031829
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.20%EUR 33.60
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%EUR 250.50
JPMorgan Funds - US Select Equity Plus Fund T (acc) - EUR
JPMorgan Funds - US Select Equity Plus Fund T (acc) - EUR JPMorgan Funds - US Select Equity Plus Fund T (acc) - EUR Valor: 39101310
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.59%EUR 267.91
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.60%EUR 306.04
JPM US Select Equity Plus T (acc) - EUR (hedged)
JPM US Select Equity Plus T (acc) - EUR (hedged) JPM US Select Equity Plus T (acc) - EUR (hedged) Valor: 43249320
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%EUR 202.97
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%USD 49.69