JPMorgan Funds - America Equity Fund I2 (acc) - USD (hedged) header image

JPMorgan Funds - America Equity Fund I2 (acc) - USD (hedged)

Fund

ISIN LU1727351345 / Valor 39403962

NAV (2024-12-20)
USD 258.97-0.92%

JPMorgan Funds - America Equity Fund I2 (acc) - USD (hedged)
UMushroom community rating:

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

The fund aims to provide long-term capital growth by investing primarily in a concentrated portfolio of US companies using a fundamental, bottom-up stock selection process. The portfolio is high-conviction and seeks to identify attractive investment ideas from the value and growth investment universes.

Fund Exposure

The fund is primarily exposed to US companies across various sectors, with a focus on Information Technology, Financials, and Consumer Discretionary. The top 10 holdings include companies such as Microsoft, Nvidia, and Amazon.com. The fund also has exposure to sectors such as Energy, Communication Services, and Health Care.

Risks

Investors in this fund are exposed to risks related to concentration, hedging, and equities. Additionally, there are other associated risks such as market volatility that could impact the value of the fund. Potential outcomes to shareholders include the risk of loss and fluctuations in the value of shares, as well as the possibility of not meeting the fund's objective. Investors are advised to review the prospectus for a full description of risks associated with the fund.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/at/de/asset-management/per/products/jpm-america-equity-a-acc-aud-lu0953097986

Tags:
esg s&p 500 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 - America Equity Fund D (acc) - USD
JPMorgan Funds - America Equity Fund D (acc) - USD JPMorgan Funds - America Equity Fund D (acc) - USD Valor: 1130996
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.93%USD 50.13
JPMorgan Funds - America Equity Fund A (dist) - USD
JPMorgan Funds - America Equity Fund A (dist) - USD JPMorgan Funds - America Equity Fund A (dist) - USD Valor: 358437
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.92%USD 451.05
JPMorgan Funds - America Equity Fund A (acc) - SGD
JPMorgan Funds - America Equity Fund A (acc) - SGD JPMorgan Funds - America Equity Fund A (acc) - SGD Valor: 11937354
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%SGD 12.68
JPMorgan Funds - America Equity Fund I (acc) - EUR
JPMorgan Funds - America Equity Fund I (acc) - EUR JPMorgan Funds - America Equity Fund I (acc) - EUR Valor: 39525601
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.92%EUR 263.02
JPMorgan Funds - America Equity Fund C (acc) - USD
JPMorgan Funds - America Equity Fund C (acc) - USD JPMorgan Funds - America Equity Fund C (acc) - USD Valor: 1256422
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.93%USD 80.13
JPMorgan Funds - America Equity Fund C (acc) - EUR
JPMorgan Funds - America Equity Fund C (acc) - EUR JPMorgan Funds - America Equity Fund C (acc) - EUR Valor: 30042955
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.92%EUR 335.18
JPMorgan Funds - America Equity Fund I (acc) - USD
JPMorgan Funds - America Equity Fund I (acc) - USD JPMorgan Funds - America Equity Fund I (acc) - USD Valor: 2500249
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.92%USD 545.69
JPM America Equity C (acc) - EUR (hedged)
JPM America Equity C (acc) - EUR (hedged) JPM America Equity C (acc) - EUR (hedged) Valor: 3016653
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.94%EUR 33.84
JPM America Equity A (acc) - EUR (hedged)
JPM America Equity A (acc) - EUR (hedged) JPM America Equity A (acc) - EUR (hedged) Valor: 1593882
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.94%EUR 30.65
JPMorgan Funds - America Equity Fund C (dist) - USD
JPMorgan Funds - America Equity Fund C (dist) - USD JPMorgan Funds - America Equity Fund C (dist) - USD Valor: 19435597
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.92%USD 506.53