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

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

Fund

ISIN LU0973529505 / Valor 22422768

NAV (2025-03-10)
EUR 257.09-2.43%

JPM US Select Equity Plus I (acc) - EUR (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.

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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

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
-2.45%EUR 227.69
JPM US Select Equity Plus A (acc) - HUF (hedged)
JPM US Select Equity Plus A (acc) - HUF (hedged) JPM US Select Equity Plus A (acc) - HUF (hedged) Valor: 43249268
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Annual Return

-50%0%+50%

Risk level

110
-2.44%HUF 24,248.45
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
-2.53%USD 68.64
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
-2.46%EUR 246.04
JPMorgan Funds - US Select Equity Plus Fund C (dist) - USD
JPMorgan Funds - US Select Equity Plus Fund C (dist) - USD JPMorgan Funds - US Select Equity Plus Fund C (dist) - USD Valor: 19468870
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.54%USD 493.77
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
-2.44%EUR 24.76
JPM US Select Equity Plus A (dist) - EUR (hedged)
JPM US Select Equity Plus A (dist) - EUR (hedged) JPM US Select Equity Plus A (dist) - EUR (hedged) Valor: 12845225
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.44%EUR 126.47
JPM US Select Equity Plus X (acc) - EUR (hedged)
JPM US Select Equity Plus X (acc) - EUR (hedged) JPM US Select Equity Plus X (acc) - EUR (hedged) Valor: 57039559
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.43%EUR 150.84
JPMorgan Funds - US Select Equity Plus Fund C (acc) - SGD
JPMorgan Funds - US Select Equity Plus Fund C (acc) - SGD JPMorgan Funds - US Select Equity Plus Fund C (acc) - SGD Valor: 13815507
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.43%SGD 10.04
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.44%SGD 9.98