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

Fonds
NAV07.06.2024 Zm.-0,4200 Typ dystrybucji dochodów Kategoria Firma inwestycyjna
147,9500EUR -0,28% z reinwestycją Akcje Różne sektory JPMorgan AM (EU) 

Strategia inwestycyjna

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.
 

Cel inwestycyjny

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).
 

Dane podstawowe

Typ dystrybucji dochodów: z reinwestycją
Kategoria funduszy: Akcje
Kraj: Japonia
Branża: Różne sektory
Benchmark: TOPIX (Total Return Net)
Początek roku obrachunkowego: 01.01
Last Distribution: -
Bank depozytariusz: J.P. Morgan SE - Zweigniederlassung Luxemburg.
Kraj pochodzenia funduszu: Luxemburg
Zezwolenie na dystrybucję: Austria, Niemcy, Szwajcaria, Wielka Brytania, Luxemburg
Zarządzający funduszem: Shoichi Mizusawa, Naohiro Ozawa, Michiko Sakai
Aktywa: 45,93 mld  JPY
Data startu: 10.05.2013
Koncentracja inwestycyjna: -

Warunki

Opłata za nabycie: 0,00%
Max. Administration Fee: 0,75%
Minimalna inwestycja: 10 000 000,00 EUR
Opłaty depozytowe: -
Opłata za odkupienie: 0,00%
Uproszczony prospekt: Ściągnij (Wersja do wydruku)
 

Firma inwestycyjna

TFI: JPMorgan AM (EU)
Adres: PO Box 275, 2012, Luxembourg
Kraj: Luxemburg
Internet: www.jpmorganassetmanagement.de
 

Aktywa

Akcje
 
98,52%
Gotówka
 
1,48%

Kraje

Japonia
 
98,52%
Gotówka
 
1,48%

Branże

Dobra konsumpcyjne
 
21,00%
IT/Telekomunikacja
 
20,97%
Przemysł
 
18,11%
Finanse
 
17,48%
Opieka zdrowotna
 
9,69%
Towary
 
6,86%
Nieruchomości
 
3,51%
Pieniądze
 
1,48%
Dostawcy
 
0,89%
Inne
 
0,01%