JPMorgan Funds - Climate Change Solutions Fund I (acc) - USD
LU2394009737
JPMorgan Funds - Climate Change Solutions Fund I (acc) - USD/ LU2394009737 /
NAV2024. 11. 14. |
Vált.-0,3500 |
Hozam típusa |
Investment Focus |
Alapkezelő |
99,1700USD |
-0,35% |
Újrabefektetés |
Részvény
Világszerte
|
JPMorgan AM (EU) ▶ |
Befektetési stratégia
To achieve a return through investing in companies with exposure to the theme of climate change solutions. Companies that have been identified by the Investment Manager, at the time of purchase, as best positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions, whilst not significantly harming any environmental or social objectives and following good governance practices. The Sub-Fund has sustainable investment as its objective and the Investment Manager considers the investee companies as qualifying as "sustainable investments" for the purposes of SFDR.
Uses the ThemeBot which, through natural language processing, determines textual relevance and revenue attribution to identify companies exposed to the theme of climate change solutions and its related sub-themes. Using the results of Themebot as the basis for company selection, applies an active, bottom-up investment approach to stock selection, drawing on a fundamental research-based investment process.
Befektetési cél
To achieve a return through investing in companies with exposure to the theme of climate change solutions. Companies that have been identified by the Investment Manager, at the time of purchase, as best positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions, whilst not significantly harming any environmental or social objectives and following good governance practices. The Sub-Fund has sustainable investment as its objective and the Investment Manager considers the investee companies as qualifying as "sustainable investments" for the purposes of SFDR.
Törzsadatok
Hozam típusa: |
Újrabefektetés |
Alapok Kategória: |
Részvény |
Régió: |
Világszerte |
Ágazat: |
Vegyes szektorok |
Benchmark: |
MSCI All Country World Index (Total Return Net) |
Üzleti év kezdete: |
07. 01. |
Last Distribution: |
- |
Letétkezelő bank: |
J.P. Morgan SE - Zweigniederlassung Luxemburg |
Származási hely: |
Luxemburg |
Elosztás engedélyezése: |
Ausztria, Németország, Svájc, Luxemburg, Csehország |
Alapkezelő menedzser: |
Jack Featherby, Yazann Romahi, Fred Barasi |
Alap forgalma: |
272,65 mill.
USD
|
Indítás dátuma: |
2021. 12. 14. |
Befektetési fókusz: |
- |
Feltételek
Kibocsátási felár: |
0,00% |
Max. Administration Fee: |
0,55% |
Minimum befektetés: |
10 000 000,00 USD |
Deposit fees: |
- |
Visszaváltási díj: |
0,00% |
Egyszerűsített tájékoztató: |
Letöltés (Nyomtatási változat) |
Eszközök
Részvények |
|
97,45% |
Alapok |
|
2,54% |
Egyéb |
|
0,01% |
Országok
Amerikai Egyesült Államok |
|
34,68% |
Franciaország |
|
12,62% |
Japán |
|
8,45% |
Írország |
|
6,97% |
Olaszország |
|
5,86% |
Svédország |
|
4,01% |
Hollandia |
|
3,88% |
Németország |
|
3,52% |
Egyesült Királyság |
|
3,26% |
Dánia |
|
2,99% |
Spanyolország |
|
2,90% |
Svájc |
|
2,14% |
Ausztrália |
|
1,81% |
Tajvan, Kína |
|
1,12% |
Kanada |
|
1,03% |
Egyéb |
|
4,76% |
Ágazatok
Ipar |
|
63,82% |
IT/Telekommunikáció |
|
14,09% |
Szállító |
|
13,53% |
Árupiac |
|
3,66% |
Ingatlanok |
|
1,83% |
Fogyasztói javak |
|
0,52% |
Egyéb |
|
2,55% |