JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD (hedged)
LU1046624042
JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD (hedged)/ LU1046624042 /
NAV9/16/2024 |
Chg.+1.1800 |
Type of yield |
Investment Focus |
Investment company |
359.0500USD |
+0.33% |
reinvestment |
Alternative Investments
Europe
|
JPMorgan AM (EU) ▶ |
Investment strategy
To provide long term capital growth through exposure to European companies, by direct investments in securities of such companies and through the use of derivatives.
Uses a bottom-up stock selection process. Uses the full breadth of the eligible equity investment universe through a combination of fundamental research insights and quantitative analysis. Uses an active extension approach, buying securities considered attractive and selling short securities considered less attractive to improve potential returns without increasing the overall net exposure to the market.
Investment goal
To provide long term capital growth through exposure to European companies, by direct investments in securities of such companies and through the use of derivatives.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Alternative Investments |
Region: |
Europe |
Branch: |
AI Hedgefonds Single Strategy |
Benchmark: |
MSCI Europe Index (Total Return Net) |
Business year start: |
7/1 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE - Zweigniederlassung Luxemburg. |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, United Kingdom, Czech Republic |
Fund manager: |
Michael Barakos, Nicholas Horne, Ben Stapley |
Fund volume: |
2.09 bill.
EUR
|
Launch date: |
3/26/2014 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.80% |
Minimum investment: |
10,000,000.00 USD |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Assets
Alternative Investments |
|
100.00% |
Countries
United Kingdom |
|
24.83% |
France |
|
14.43% |
Switzerland |
|
14.27% |
Germany |
|
10.46% |
Netherlands |
|
9.27% |
Denmark |
|
5.92% |
Italy |
|
5.59% |
Sweden |
|
2.52% |
Spain |
|
2.07% |
Finland |
|
1.80% |
Norway |
|
1.33% |
Ireland |
|
0.75% |
Belgium |
|
0.65% |
Jersey |
|
0.43% |
Austria |
|
0.36% |
Others |
|
5.32% |