JPMorgan Funds - US Value Fund D (acc) - USD
ISIN LU0119066727 / Valor 1145212
JPMorgan Funds - US Value Fund D (acc) - USD
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General Objective
The fund aims to provide long-term capital growth by investing primarily in a value style-biased portfolio of US companies. It uses a fundamental, bottom-up stock selection process to target companies with durable business models, consistent earnings, strong cash flows, and experienced management teams.
Fund Exposure
The fund is primarily exposed to US large-cap value equity, with a sector breakdown that includes financials, health care, industrials, information technology, and energy. It also holds positions in consumer discretionary, materials, consumer staples, communication services, utilities, real estate, and cash.
Risks
Investors in this fund are exposed to investment risks and other associated risks from the techniques and securities used to achieve its objective. These risks include market risks, potential loss of capital, volatility in share value, and the failure to meet the fund's objective. It is important for investors to review the prospectus for a full description of each risk before investing.
Source
https://am.jpmorgan.com/ch/en/asset-management/institutional/products/jpm-us-value-i2-acc-eur-lu1862506562
Ratings & reviews
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