JPMorgan Funds - US Sustainable Equity I2 (acc) - USD header image

JPMorgan Funds - US Sustainable Equity I2 (acc) - USD

Fund

ISIN LU2363200226 / Valor 11253617

NAV (2025-04-25)
USD 127.55+0.93%

JPMorgan Funds - US Sustainable Equity I2 (acc) - USD
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General Objective

The fund aims to provide long-term capital growth by investing primarily in US companies with positive environmental, social, and governance (E/S) characteristics or US companies that demonstrate improving E/S characteristics. The Investment Manager focuses on companies with effective governance and superior management of environmental and/or social issues.

Fund Exposure

The fund uses a fundamental, bottom-up stock selection process and leverages the insights of a team of US sector specialist analysts to identify attractive sustainable long-term investments. It integrates environmental, social, and governance (ESG) aspects to identify companies with strong or improving Sustainability Characteristics. The fund is classified as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR), promoting social and/or environmental characteristics.

Risks

Investors in the fund are exposed to investment risks related to the techniques and securities used by the fund to achieve its objective. These risks include market risks, potential loss of capital, and volatility in the value of shares. Investors should carefully review the prospectus for a full description of each risk before investing in the fund.

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Source

https://am.jpmorgan.com/ch/en/asset-management/institutional/products/jpm-us-sustainable-equity-i2-acc-usd-lu2363200226

Tags:
esg s&p 500 us companies

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OTHER SHARE CLASSES OF THIS FUND

JPMorgan Funds - US Sustainable Equity A (dist) - USD
JPMorgan Funds - US Sustainable Equity A (dist) - USD JPMorgan Funds - US Sustainable Equity A (dist) - USD Valor: 11252082
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Annual Return

-50%0%+50%

Risk level

110
0.91%USD 121.77
JPM US Sustainable Equity C (acc) - EUR (hedged)
JPM US Sustainable Equity C (acc) - EUR (hedged) JPM US Sustainable Equity C (acc) - EUR (hedged) Valor: 11252082
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.88%EUR 114.68
JPM US Sustainable Equity A (acc) - EUR (hedged)
JPM US Sustainable Equity A (acc) - EUR (hedged) JPM US Sustainable Equity A (acc) - EUR (hedged) Valor: 11252081
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.86%EUR 110.13
JPM US Sustainable Equity I (acc) - EUR (hedged)
JPM US Sustainable Equity I (acc) - EUR (hedged) JPM US Sustainable Equity I (acc) - EUR (hedged) Valor: 11729488
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.87%EUR 115.10
JPM US Sustainable Equity T (acc) - EUR (hedged)
JPM US Sustainable Equity T (acc) - EUR (hedged) JPM US Sustainable Equity T (acc) - EUR (hedged) Valor: 11253617
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Annual Return

-50%0%+50%

Risk level

110
0.87%EUR 107.18
JPMorgan Funds - US Sustainable Equity A (acc) - USD
JPMorgan Funds - US Sustainable Equity A (acc) - USD JPMorgan Funds - US Sustainable Equity A (acc) - USD Valor: 11252082
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.92%USD 121.93
JPMorgan Funds - US Sustainable Equity S2 (dist) - EUR
JPMorgan Funds - US Sustainable Equity S2 (dist) - EUR JPMorgan Funds - US Sustainable Equity S2 (dist) - EUR Valor: 11785698
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.12%EUR 136.58
JPMorgan Funds - US Sustainable Equity I (acc) - USD
JPMorgan Funds - US Sustainable Equity I (acc) - USD JPMorgan Funds - US Sustainable Equity I (acc) - USD Valor: 11252217
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.92%USD 127.24
JPMorgan Funds - US Sustainable Equity C (dist) - USD
JPMorgan Funds - US Sustainable Equity C (dist) - USD JPMorgan Funds - US Sustainable Equity C (dist) - USD Valor: 11252170
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.92%USD 126.14
JPMorgan Funds - US Sustainable Equity C (acc) - USD
JPMorgan Funds - US Sustainable Equity C (acc) - USD JPMorgan Funds - US Sustainable Equity C (acc) - USD Valor: 11252082
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.92%USD 127.01