JPMorgan Funds - Global Research Enhanced Index Equity Fund X (dist) - USD header image

JPMorgan Funds - Global Research Enhanced Index Equity Fund X (dist) - USD

Fund

ISIN LU1220258963 / Valor 27903067

NAV (2024-12-20)
USD 241.36-1.21%

JPMorgan Funds - Global Research Enhanced Index Equity Fund X (dist) - USD
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General Objective

The fund aims to achieve a long-term return in excess of the benchmark by investing primarily in a portfolio of companies globally. The risk characteristics of the portfolio of securities held by the fund will resemble those of the benchmark.

Fund Exposure

The fund uses a fundamental, bottom-up stock selection process and invests in a diversified portfolio of companies globally. The investment approach is built on stock-level analysis by a global research team, with disciplined, risk-controlled portfolio construction.

Risks

Investors in the fund are exposed to investment risks related to the techniques and securities used by the fund to achieve its objective. Additionally, there are other associated risks such as currency and market risks that could impact the value of the fund. Shareholders could potentially lose some or all of their investment, and the value of shares in the fund may fluctuate.

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Source

https://am.jpmorgan.com/at/de/asset-management/per/products/jpm-global-research-enhanced-index-equity-c-acc-eur-lu0512952267

Tags:
global equities msci world index bottom up

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OTHER SHARE CLASSES OF THIS FUND

JPMorgan Funds - Global Research Enhanced Index Equity Fund I (acc) - USD
JPMorgan Funds - Global Research Enhanced Index Equity Fund I (acc) - USD JPMorgan Funds - Global Research Enhanced Index Equity Fund I (acc) - USD Valor: 12109581
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Annual Return

-50%0%+50%

Risk level

110
-1.21%USD 402.17
JPM Global Research Enhanced Index Equity X (acc) - EUR (hedged)
JPM Global Research Enhanced Index Equity X (acc) - EUR (hedged) JPM Global Research Enhanced Index Equity X (acc) - EUR (hedged) Valor: 50048708
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Annual Return

-50%0%+50%

Risk level

110
-1.24%EUR 183.37
JPMorgan Funds - Global Research Enhanced Index Equity Fund C (dist) - USD
JPMorgan Funds - Global Research Enhanced Index Equity Fund C (dist) - USD JPMorgan Funds - Global Research Enhanced Index Equity Fund C (dist) - USD Valor: 30043052
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.21%USD 246.90
JPM Global Research Enhanced Index Equity I (acc) - EUR (hedged)
JPM Global Research Enhanced Index Equity I (acc) - EUR (hedged) JPM Global Research Enhanced Index Equity I (acc) - EUR (hedged) Valor: 22419376
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.24%EUR 285.37
JPM Global Research Enhanced Index Equity A (acc) - CHF (hedged)
JPM Global Research Enhanced Index Equity A (acc) - CHF (hedged) JPM Global Research Enhanced Index Equity A (acc) - CHF (hedged) Valor: 11576374
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.24%CHF 132.94
JPMorgan Funds - Global Research Enhanced Index Equity Fund C (acc) - EUR
JPMorgan Funds - Global Research Enhanced Index Equity Fund C (acc) - EUR JPMorgan Funds - Global Research Enhanced Index Equity Fund C (acc) - EUR Valor: 11353255
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.20%EUR 485.34
JPM Global Research Enhanced Index Equity A (dist) - USD
JPM Global Research Enhanced Index Equity A (dist) - USD JPM Global Research Enhanced Index Equity A (dist) - USD Valor: 11577373
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.21%USD 147.72
JPMorgan Funds - Global Research Enhanced Index Equity Fund I (acc) - EUR
JPMorgan Funds - Global Research Enhanced Index Equity Fund I (acc) - EUR JPMorgan Funds - Global Research Enhanced Index Equity Fund I (acc) - EUR Valor: 11353257
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.20%EUR 470.83
JPM Global Research Enhanced Index Equity C (dist) - GBP
JPM Global Research Enhanced Index Equity C (dist) - GBP JPM Global Research Enhanced Index Equity C (dist) - GBP Valor: 21020090
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.97%GBP 141.37
JPM Global Research Enhanced Index Equity A (acc) - EUR (hedged)
JPM Global Research Enhanced Index Equity A (acc) - EUR (hedged) JPM Global Research Enhanced Index Equity A (acc) - EUR (hedged) Valor: 11577371
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.24%EUR 139.01