JPMorgan Funds - US Smaller Companies Fund I (acc) - EUR
ISIN LU2372580295 / Valor 11298830
JPMorgan Funds - US Smaller Companies Fund I (acc) - EUR
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General Objective
The fund aims to achieve long-term capital growth by primarily investing in small and micro capitalization US companies. The investment approach involves building a diversified portfolio through a fundamental, bottom-up stock selection process, focusing on high-quality companies with predictable and durable business models.
Fund Exposure
The fund is exposed to various sectors, with top holdings in industries such as industrials, healthcare, technology, and real estate. The portfolio analysis shows a correlation, alpha, beta, annualized volatility, and Sharpe ratio over different time periods, indicating the fund's exposure to different asset classes and investment styles to achieve its objective.
Risks
Investors should be aware of the investment risks associated with the fund, including risks from the techniques and securities used, such as hedging and equities. Additionally, there are other associated risks such as liquidity and market risks. These risks could lead to potential outcomes for shareholders, including loss of capital, volatility in share value, and the possibility of not meeting the fund's objective. It is important for investors to carefully review the prospectus and understand the risks involved before investing in the fund.
Source
https://am.jpmorgan.com/ch/de/asset-management/adv/products/jpm-us-smaller-companies-c-dist-usd-lu0973547317
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