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

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

Fund

ISIN LU0973529331 / Valor 22422764

NAV (2024-12-20)
USD 420.19-1.13%

JPMorgan Funds - US Select Equity Plus Fund I (dist) - USD
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
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

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%USD 671.37
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.12%EUR 303.11
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%EUR 26.03
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.12%USD 44.96
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%USD 71.70
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.12%EUR 351.07
JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD
JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD JPMorgan Funds - US Select Equity Plus Fund I2 (acc) - USD Valor: 39398561
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%USD 264.60
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%EUR 269.53
JPMorgan Funds - US Select Equity Plus Fund C (acc) - SGD
JPMorgan Funds - US Select Equity Plus Fund C (acc) - SGD JPMorgan Funds - US Select Equity Plus Fund C (acc) - SGD Valor: 13815507
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.29%SGD 10.70
JPM US Select Equity Plus A (acc) - SEK (hedged)
JPM US Select Equity Plus A (acc) - SEK (hedged) JPM US Select Equity Plus A (acc) - SEK (hedged) Valor: 12844831
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%SEK 1,321.48