JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - JPY
LU0070214613
JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - JPY/ LU0070214613 /
Стоимость чистых активов13.11.2024 |
Изменение-394.0000 |
Тип доходности |
Инвестиционная направленность |
Инвестиционная компания |
21,330.0000JPY |
-1.81% |
reinvestment |
Equity
Mixed Sectors
|
JPMorgan AM (EU) ▶ |
Инвестиционная стратегия
To provide long-term capital growth by investing primarily in Japanese companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and/or social issues (sustainable characteristics).
At least 67% of assets invested in equities of companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics and that are domiciled, or carrying out the main part of their economic activity, in Japan. The remainder of assets may be invested in equities of companies considered less sustainable than those described above. Companies with positive E/S characteristics and companies that demonstrate improving E/S characteristics are selected through the use of proprietary research and third party data. Fundamental analysis is used to better understand sustainability risks and opportunities that may impact a company. This analysis is also an important driver behind active company engagement and stewardship when seeking to positively influence business practices to improve sustainability.
Инвестиционная цель
To provide long-term capital growth by investing primarily in Japanese companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and/or social issues (sustainable characteristics).
Основные данные
Тип доходности: |
reinvestment |
Категории фондов: |
Equity |
Страна: |
Japan |
Branch: |
Mixed Sectors |
Бенчмарк: |
TOPIX (Total Return Net) |
Начало рабочего (бизнес) года: |
01.01 |
Last Distribution: |
- |
Депозитарный банк: |
J.P. Morgan SE - Zweigniederlassung Luxemburg. |
Место жительства фонда: |
Luxembourg |
Разрешение на распространение: |
Austria, Germany, Switzerland, United Kingdom, Czech Republic |
Управляющий фондом: |
Shoichi Mizusawa, Naohiro Ozawa, Michiko Sakai |
Объем фонда: |
44.85 млрд
JPY
|
Дата запуска: |
12.11.1993 |
Инвестиционная направленность: |
- |
Условия
Эмиссионная надбавка: |
5.00% |
Max. Administration Fee: |
1.50% |
Минимальное вложение: |
35,000.00 JPY |
Deposit fees: |
- |
Комиссионные, взимаемые фондами взаимных инвестиций при погашении акций: |
0.50% |
Упрощенный проспект: |
Скачать (Версия для печати) |
Инвестиционная компания
Товарищества на вере: |
JPMorgan AM (EU) |
Адрес: |
PO Box 275, 2012, Luxembourg |
Страна: |
Luxembourg |
Интернет: |
www.jpmorganassetmanagement.de
|
Отрасли
IT/Telecommunication |
|
23.36% |
Industry |
|
20.54% |
Consumer goods |
|
19.82% |
Finance |
|
15.84% |
Healthcare |
|
8.68% |
Commodities |
|
6.83% |
real estate |
|
3.21% |
Cash |
|
1.72% |