JPMorgan Funds - US Select Equity Plus Fund C (acc) - USD header image

JPMorgan Funds - US Select Equity Plus Fund C (acc) - USD

Fund

ISIN LU0281484617 / Valor 3031907

NAV (2025-11-21)
USD 64.36-2.81%

JPMorgan Funds - US Select Equity Plus Fund C (acc) - USD
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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

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
-2.80%USD 48.97
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
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Annual Return

-50%0%+50%

Risk level

110
-2.83%EUR 27.82
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
-2.83%EUR 199.93
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
-2.66%EUR 264.89
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
-2.83%EUR 246.78
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
-2.81%USD 742.75
JPMorgan Funds - US Select Equity Plus Fund C (acc) - EUR
JPMorgan Funds - US Select Equity Plus Fund C (acc) - EUR JPMorgan Funds - US Select Equity Plus Fund C (acc) - EUR Valor: 39101302
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Annual Return

-50%0%+50%

Risk level

110
-2.65%EUR 302.60
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
-2.82%EUR 33.10
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
-2.81%USD 57.78
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
-2.67%GBP 44.43