JPM Japan Sustainable Equity C (acc) - EUR (hedged)/  LU0900508002  /

Fonds
NAV16/05/2024 Diferencia+0.8300 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
146.8100EUR +0.57% reinvestment Equity Mixed Sectors JPMorgan AM (EU) 

Estrategia de inversión

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.
 

Objetivo de inversión

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).
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
País: Japan
Sucursal: Mixed Sectors
Punto de referencia: TOPIX (Total Return Net)
Inicio del año fiscal: 01/01
Última distribución: -
Banco depositario: J.P. Morgan SE - Zweigniederlassung Luxemburg.
País de origen: Luxembourg
Permiso de distribución: Austria, Germany, Switzerland, United Kingdom
Gestor de fondo: Shoichi Mizusawa, Naohiro Ozawa, Michiko Sakai
Volumen de fondo: 45.91 mil millones  JPY
Fecha de fundación: 10/05/2013
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 0.00%
Max. Comisión de administración: 0.75%
Inversión mínima: 10,000,000.00 EUR
Deposit fees: -
Cargo por amortización: 0.00%
Prospecto simplificado: Descargar (Versión para imprimir)
 

Sociedad de fondos

Fondos de empresa: JPMorgan AM (EU)
Dirección: PO Box 275, 2012, Luxembourg
País: Luxembourg
Internet: www.jpmorganassetmanagement.de
 

Activos

Stocks
 
99.05%
Cash
 
0.95%

Países

Japan
 
99.05%
Cash
 
0.95%

Sucursales

Consumer goods
 
22.54%
IT/Telecommunication
 
20.77%
Industry
 
18.44%
Finance
 
15.42%
Healthcare
 
9.58%
Commodities
 
7.42%
real estate
 
4.01%
Cash
 
0.95%
Utilities
 
0.87%