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

Fonds
NAV06/06/2024 Var.+1.0200 Type of yield Focus sugli investimenti Società d'investimento
148.3700EUR +0.69% 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).
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Paese: Japan
Settore: Mixed Sectors
Benchmark: TOPIX (Total Return Net)
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: J.P. Morgan SE - Zweigniederlassung Luxemburg.
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Germany, Switzerland, United Kingdom
Gestore del fondo: Shoichi Mizusawa, Naohiro Ozawa, Michiko Sakai
Volume del fondo: 46.05 bill.  JPY
Data di lancio: 10/05/2013
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.00%
Tassa amministrativa massima: 0.75%
Investimento minimo: 10,000,000.00 EUR
Deposit fees: -
Redemption charge: 0.00%
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
 
98.52%
Cash
 
1.48%

Paesi

Japan
 
98.52%
Cash
 
1.48%

Filiali

Consumer goods
 
21.00%
IT/Telecommunication
 
20.97%
Industry
 
18.11%
Finance
 
17.48%
Healthcare
 
9.69%
Commodities
 
6.86%
real estate
 
3.51%
Cash
 
1.48%
Utilities
 
0.89%
Altri
 
0.01%