JPMorgan Funds - US Hedged Equity I (dist) - EUR (hedged)
Fund
ISIN LU1303362567 / Valor 29969447
NAV (2026-07-27)
EUR 99.94+0.41%
JPMorgan Funds - US Hedged Equity I (dist) - EUR (hedged)
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The JPM US Hedged Equity Fund aims for long-term growth by investing mainly in U.S. companies chosen through thorough fundamental analysis by specialist sector analysts. The portfolio is carefully built to favor stocks with strong potential to outperform the market and reduce positions in those that appear overvalued. Additionally, the fund uses options strategies to help protect against losses while slightly limiting upside gains. This approach seeks to achieve capital growth with less volatility compared to standard U.S. equity investments over the entire market cycle.
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Tags:
us equitiesderivativess&p 500 index
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OTHER SHARE CLASSES OF THIS FUND
JPMorgan Funds - US Hedged Equity A (acc) - USD
JPMorgan Funds - US Hedged Equity A (acc) - USD
JPMorgan Funds - US Hedged Equity A (acc) - USD
Valor: 29778093
Annual Return
-50%0%+50%
Risk level
110
0.42%USD 183.22
JPMorgan Funds - US Hedged Equity C (acc) - USD
JPMorgan Funds - US Hedged Equity C (acc) - USD
JPMorgan Funds - US Hedged Equity C (acc) - USD
Valor: 29778124
Annual Return
-50%0%+50%
Risk level
110
0.42%USD 210.78
JPMorgan Funds - US Hedged Equity C (acc) - EUR (hedged)
JPMorgan Funds - US Hedged Equity C (acc) - EUR (hedged)
JPMorgan Funds - US Hedged Equity C (acc) - EUR (hedged)
Valor: 29778126
Annual Return
-50%0%+50%
Risk level
110
0.42%EUR 173.31
JPMorgan Funds - US Hedged Equity I (acc) - USD
JPMorgan Funds - US Hedged Equity I (acc) - USD
JPMorgan Funds - US Hedged Equity I (acc) - USD
Valor: 29778127
Annual Return
-50%0%+50%
Risk level
110
0.42%USD 211.46
JPMorgan Funds - US Hedged Equity A (acc) - EUR (hedged)
JPMorgan Funds - US Hedged Equity A (acc) - EUR (hedged)
JPMorgan Funds - US Hedged Equity A (acc) - EUR (hedged)
Valor: 29778094
Annual Return
-50%0%+50%
Risk level
110
0.42%EUR 151.88
JPMorgan Funds - US Hedged Equity D (acc) - EUR (hedged)
JPMorgan Funds - US Hedged Equity D (acc) - EUR (hedged)
JPMorgan Funds - US Hedged Equity D (acc) - EUR (hedged)
Valor: 15299257
Annual Return
-50%0%+50%
Risk level
110
0.41%EUR 98.85
JPMorgan Funds - US Hedged Equity X (dist) - USD
JPMorgan Funds - US Hedged Equity X (dist) - USD
JPMorgan Funds - US Hedged Equity X (dist) - USD
Valor: 11300731