JPM US Select Equity Plus D (acc) - EUR (hedged) header image

JPM US Select Equity Plus D (acc) - EUR (hedged)

Fund

ISIN LU0281485184 / Valor 3031923

NAV (2025-12-05)
EUR 29.03+0.59%

JPM US Select Equity Plus D (acc) - EUR (hedged)
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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.

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Tags:
active management s&p 500 index us companies

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OTHER SHARE CLASSES OF THIS FUND

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
0.56%EUR 257.67
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
0.57%USD 776.04
JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP
JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP Valor: 19468377
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Annual Return

-50%0%+50%

Risk level

110
0.74%GBP 446.89
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
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Annual Return

-50%0%+50%

Risk level

110
0.55%EUR 34.54
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
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Annual Return

-50%0%+50%

Risk level

110
0.73%GBP 45.52
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
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Annual Return

-50%0%+50%

Risk level

110
0.73%EUR 273.39
JPMorgan Funds - US Select Equity Plus Fund A (acc) - SGD
JPMorgan Funds - US Select Equity Plus Fund A (acc) - SGD JPMorgan Funds - US Select Equity Plus Fund A (acc) - SGD Valor: 13815504
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Annual Return

-50%0%+50%

Risk level

110
0.52%SGD 11.64
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
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Annual Return

-50%0%+50%

Risk level

110
0.56%EUR 208.60
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
0.57%USD 51.13
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
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Annual Return

-50%0%+50%

Risk level

110
0.58%USD 60.35