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

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

Fund

ISIN LU0822049200 / Valor 19468870

NAV (2024-12-20)
USD 516.59-1.13%

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

JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR
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Annual Return

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Risk level

110
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JPM US Select Equity Plus C (acc) - EUR (hedged)
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JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD
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-1.13%USD 264.60
JPM US Select Equity Plus A (acc) - SEK (hedged)
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110
-1.14%SEK 1,321.48
JPM US Select Equity Plus A (dist) - EUR (hedged)
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Annual Return

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110
-1.15%EUR 132.74
JPM US Select Equity Plus C (dist) - GBP (hedged)
JPM US Select Equity Plus C (dist) - GBP (hedged) JPM US Select Equity Plus C (dist) - GBP (hedged) Valor: 13280969
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Annual Return

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-1.15%GBP 347.67
JPM US Select Equity Plus A (acc) - EUR (hedged)
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-1.16%EUR 30.74
JPM US Select Equity Plus D (acc) - PLN (hedged)
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Annual Return

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JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP
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Annual Return

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

-50%0%+50%

Risk level

110
-1.12%USD 58.20