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

Fonds
NAV06/06/2024 Chg.+1.0200 Type de rendement Focus sur l'investissement Société de fonds
148.3700EUR +0.69% reinvestment Equity Mixed Sectors JPMorgan AM (EU) 

Stratégie d'investissement

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.
 

Objectif d'investissement

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).
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Pays: Japan
Branche: Mixed Sectors
Benchmark: TOPIX (Total Return Net)
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: J.P. Morgan SE - Zweigniederlassung Luxemburg.
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, United Kingdom
Gestionnaire du fonds: Shoichi Mizusawa, Naohiro Ozawa, Michiko Sakai
Actif net: 46.05 Mrd.  JPY
Date de lancement: 10/05/2013
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 0.75%
Investissement minimum: 10,000,000.00 EUR
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: JPMorgan AM (EU)
Adresse: PO Box 275, 2012, Luxembourg
Pays: Luxembourg
Internet: www.jpmorganassetmanagement.de
 

Actifs

Stocks
 
98.52%
Cash
 
1.48%

Pays

Japan
 
98.52%
Cash
 
1.48%

Branches

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%
Autres
 
0.01%