All funds

JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) JPY

Equity fund

1 year

Globe

Japan

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • Minst 67 % av underfondets kapital (eksklusive kontanter og kontantekvivalenter) vil bli investert i aksjepapirer i selskaper som er hjemmehørende i, eller har det meste av sin økonomiske virksomhet i, Japan. Underfondet bruker en investeringsprosess som er basert på fundamental analyse av selskaper og deres fremtidige resultater og kontantstrømmer, av et analyseteam bestående av analytikere som er spesialister innenfor (på) sine sektorer. Underfondet kan investere i aktiva pålydende enhver valuta, og valutaeksponeringen kan sikres. Underfondet kan bruke finansielle derivatinstrumenter med sikring av porteføljen eller effektiv porteføljeforvaltning som formål.
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Investment horizon

  • JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) JPY is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • NAV/Price
  • Margin rate
  • Start date
  • ISIN
    LU0070214613

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs
    Includes management fees of 1,50 %
  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Mitsubishi UFJ Financial Group Inc
    8.7%
  • Recruit Holdings Co Ltd
    5.9%
  • Sumitomo Mitsui Financial Group Inc
    4.7%
  • Hitachi Ltd
    4.6%
  • Sony Group Corp
    4.3%
JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) JPY - Buy mutual fund - DNB