JPMorgan Funds - Emerging Markets Sustainable Equity A Inc EURS'inscrire pour voir les notations |
Performance du fonds | 30/04/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | 14,7 | 7,4 | -18,2 | -0,2 | 1,4 | |
+/-Cat | 6,8 | 2,4 | -1,4 | -6,8 | -4,6 | |
+/-Ind | 6,9 | 1,8 | -5,4 | -6,6 | -4,7 | |
Catégorie: Actions Marchés Emergents | ||||||
Benchmark: Morningstar EM TME NR USD |
Vue d’Ensemble | ||
VL 16/05/2024 | EUR 108,93 | |
Évolution jour | 0,96% | |
Catégorie Morningstar | Actions Marchés Emergents | |
ISIN | LU2051469117 | |
Actif du fonds (Mil) 16/05/2024 | USD 909,19 | |
Actif de la part (Mil) 16/05/2024 | EUR 1,82 | |
Frais de souscription max | 5,00% | |
Frais courants 06/12/2023 | 1,80% | |
PEA | non | |
PEAPME | non |
Morningstar Research |
Analyst Report | 21/03/2024 Lena Tsymbaluk, Associate Director Morningstar, Inc |
The JPM Emerging Markets Sustainable Equity strategy benefits from a capable management team, the group’s extensive resources and notable investment process that has generated strong absolute and risk-adjusted returns for its JPM Emerging Markets... | |
Cliquez ici pour lire le rapport d'analyse |
Piliers Morningstar | |
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Equipe de gestion | 24 |
Société de Gestion | 24 |
Process | 24 |
Performance | |
Frais |
Objectif d’Investissement: JPMorgan Funds - Emerging Markets Sustainable Equity A Inc EUR |
To provide long-term capital growth by investing primarily in emerging market 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 social issues (sustainable characteristics). |
Returns | |||||||||||||
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Gestion | ||
Nom du gérant Date de début | ||
Amit Mehta 13/11/2019 | ||
John Citron 13/11/2019 | ||
Date de création 13/11/2019 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? JPMorgan Funds - Emerging Markets Sustainable Equity A Inc EUR | 31/03/2024 |
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5 premières lignes | Secteur | % |
Taiwan Semiconductor Manufacturi... | Technologie | 9,78 |
Tencent Holdings Ltd | Services de Communication | 6,09 |
JPM USD Liquidity LVNAV X (dist.) | 3,39 | |
Banco Bilbao Vizcaya Argentaria SA | Services Financiers | 3,10 |
PT Bank Central Asia Tbk | Services Financiers | 2,95 |
Hausse Baisse Nouveau dans le portefeuille | ||
JPMorgan Funds - Emerging Markets Sustainable Equity A Inc EUR | ||
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Les performances sont calculées en Euro |