JPMorgan Funds - Taiwan Fund - JPM Taiwan A (acc) - USD/  LU0210528419  /

Fonds
NAV14/11/2024 Var.-0.4500 Type of yield Focus sugli investimenti Società d'investimento
45.5200USD -0.98% reinvestment Equity Mixed Sectors JPMorgan AM (EU) 

Investment strategy

To provide long-term capital growth by investing primarily in Taiwanese companies. This is an equity fund designed for investors looking for exposure to the Taiwan stock market. Therefore, the fund may be suited to investors who are looking to add Taiwan stock market exposure to an existing diversified portfolio, or for investors looking for a standalone Taiwan equity investment aimed at producing longterm capital growth. Because the fund is invested in equities, and because of the additional individual economic, currency and political risks associated with investments in Taiwan, the fund may be suitable for investors with a five to ten year investment horizon.
 

Investment goal

To provide long-term capital growth by investing primarily in Taiwanese companies.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Paese: Taiwan, Province Of China
Settore: Mixed Sectors
Benchmark: MSCI Taiwan 10/40 Index (Total Return Net)
Business year start: 01/07
Ultima distribuzione: -
Banca depositaria: J.P. Morgan SE
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Germany, Switzerland, United Kingdom, Luxembourg, Czech Republic
Gestore del fondo: James Yeh, Connie Shen
Volume del fondo: 208.44 mill.  USD
Data di lancio: 29/03/2005
Investment focus: -

Condizioni

Sovrapprezzo emissione: 5.00%
Tassa amministrativa massima: 1.50%
Investimento minimo: 35,000.00 USD
Deposit fees: -
Redemption charge: 0.50%
Prospetto semplificato: Download (Print version)
 

Società d'investimento

Funds company: JPMorgan AM (EU)
Indirizzo: PO Box 275, 2012, Luxembourg
Paese: Luxembourg
Internet: www.jpmorganassetmanagement.de
 

Attività

Stocks
 
99.14%
Altri
 
0.86%

Paesi

Taiwan, Province Of China
 
95.14%
Cayman Islands
 
2.15%
China
 
1.85%
Altri
 
0.86%

Filiali

IT/Telecommunication
 
69.02%
Finance
 
15.70%
Consumer goods
 
5.77%
Commodities
 
4.61%
Industry
 
3.28%
Energy
 
0.75%
Altri
 
0.87%