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

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

Fund

ISIN LU0281484880 / Valor 3031932

NAV (2024-12-19)
USD 45.47-2.74%

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

-50%0%+50%

Risk level

110
-2.74%USD 53.28
JPM US Select Equity Plus A (acc) - EUR (hedged)
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Annual Return

-50%0%+50%

Risk level

110
-2.78%EUR 31.10
JPMorgan Funds - US Select Equity Plus Fund A (dist) - USD
JPMorgan Funds - US Select Equity Plus Fund A (dist) - USD JPMorgan Funds - US Select Equity Plus Fund A (dist) - USD Valor: 3031877
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Annual Return

-50%0%+50%

Risk level

110
-2.73%USD 51.97
JPM US Select Equity Plus I2 (acc) - EUR (hedged)
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Annual Return

-50%0%+50%

Risk level

110
-2.78%EUR 229.53
JPM US Select Equity Plus A (dist) - EUR
JPM US Select Equity Plus A (dist) - EUR JPM US Select Equity Plus A (dist) - EUR Valor: 43249315
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Annual Return

-50%0%+50%

Risk level

110
-1.80%EUR 251.89
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

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-2.73%USD 679.02
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
-1.80%EUR 306.55
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
-2.81%EUR 26.33
JPMorgan Funds - US Select Equity Plus Fund X (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund X (acc) - USD JPMorgan Funds - US Select Equity Plus Fund X (acc) - USD Valor: 3031955
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Annual Return

-50%0%+50%

Risk level

110
-2.74%USD 72.52
JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR
JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR Valor: 3031857
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Annual Return

-50%0%+50%

Risk level

110
-1.80%EUR 355.05