JPMorgan Funds - Climate Change Solutions Fund A (acc) - EUR (hedged)/  LU2394011550  /

Fonds
NAV06/09/2024 Var.-0.1900 Type of yield Focus sugli investimenti Società d'investimento
95.6000EUR -0.20% reinvestment Equity Worldwide JPMorgan AM (EU) 

Investment strategy

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.
 

Investment goal

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.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Region: Worldwide
Settore: Mixed Sectors
Benchmark: MSCI All Country World Index (Total Return Net)
Business year start: 01/07
Ultima distribuzione: -
Banca depositaria: J.P. Morgan SE - Zweigniederlassung Luxemburg
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Germany, Switzerland, Luxembourg
Gestore del fondo: Jack Featherby, Yazann Romahi, Fred Barasi
Volume del fondo: 268.51 mill.  USD
Data di lancio: 14/12/2021
Investment focus: -

Condizioni

Sovrapprezzo emissione: 5.00%
Tassa amministrativa massima: 1.00%
Investimento minimo: 35,000.00 EUR
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
 
96.11%
Mutual Funds
 
1.74%
Cash
 
0.29%
Altri
 
1.86%

Paesi

United States of America
 
35.24%
France
 
12.42%
Japan
 
7.81%
Ireland
 
6.05%
Italy
 
5.88%
Germany
 
4.29%
Sweden
 
4.02%
Switzerland
 
3.77%
Netherlands
 
3.63%
United Kingdom
 
3.10%
Spain
 
2.15%
Denmark
 
1.79%
Australia
 
1.46%
Canada
 
1.46%
Taiwan, Province Of China
 
1.13%
Altri
 
5.80%

Filiali

Industry
 
62.44%
IT/Telecommunication
 
13.76%
Utilities
 
11.67%
Commodities
 
4.15%
real estate
 
3.24%
Consumer goods
 
0.84%
Cash
 
0.29%
Altri
 
3.61%