JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - EUR
LU0828244052
JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - EUR/ LU0828244052 /
NAV9/10/2024 |
Chg.-0.4600 |
Type of yield |
Investment Focus |
Investment company |
226.9700EUR |
-0.20% |
reinvestment |
Equity
Mixed Sectors
|
JPMorgan AM (EU) ▶ |
Investment strategy
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 when seeking to positively influence business practices to improve sustainability. The Sub-Fund invests at least 40% of assets excluding Ancillary Liquid Assets, Deposits with Credit Institutions, money market instruments, money market funds and derivatives for EPM, in Sustainable Investments, as defined under SFDR, contributing to environmental or social objectives.
Investment goal
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).
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Country: |
Japan |
Branch: |
Mixed Sectors |
Benchmark: |
TOPIX (Total Return Net) |
Business year start: |
1/1 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE - Zweigniederlassung Luxemburg. |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, United Kingdom, Czech Republic |
Fund manager: |
Shoichi Mizusawa, Naohiro Ozawa, Michiko Sakai |
Fund volume: |
42.4 bill.
JPY
|
Launch date: |
9/24/2012 |
Investment focus: |
- |
Conditions
Issue surcharge: |
5.00% |
Max. Administration Fee: |
1.50% |
Minimum investment: |
35,000.00 EUR |
Deposit fees: |
- |
Redemption charge: |
0.50% |
Key Investor Information: |
Download (Print version) |
Branches
IT/Telecommunication |
|
21.27% |
Industry |
|
20.35% |
Consumer goods |
|
18.35% |
Finance |
|
18.00% |
Healthcare |
|
8.87% |
Commodities |
|
7.15% |
real estate |
|
3.40% |
Cash |
|
1.53% |
Utilities |
|
1.07% |
Others |
|
0.01% |