JPM Emerging Markets Sustainable Equity Fund B GBP Net AccumulatioRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | - | - | - | 1.7 | -13.0 |
| +/-Cat | - | - | - | 3.1 | -2.4 |
| +/-B’mrk | - | - | - | 3.3 | -4.9 |
| Category: Global Emerging Markets Equity | ||||||
| Category Benchmark: MSCI EM NR USD | ||||||
| Key Stats | ||
| NAV 06/07/2022 | GBP 0.89 | |
| Day Change | 0.08% | |
| Morningstar Category™ | Global Emerging Markets Equity | |
| IA (formerly IMA) Sector | Global Emerging Markets | |
| ISIN | GB00BL0DTM02 | |
| Fund Size (Mil) 06/07/2022 | GBP 153.99 | |
| Share Class Size (Mil) 06/07/2022 | GBP 0.01 | |
| Max Initial Charge | - | |
| Ongoing Charge 31/01/2021 | 1.16% | |
| Investment Objective: JPM Emerging Markets Sustainable Equity Fund B GBP Net Accumulatio |
| To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund's assets in emerging market Sustainable Companies or companies that demonstrate improving sustainable characteristics. Sustainable Companies are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics). At least 80% of assets invested in equities of Sustainable Companies or companies that demonstrate improving sustainable characteristics and that are domiciled, or carrying out the main part of their economic activity, in an emerging market country. The Fund will focus on Sustainable Companies rather than companies demonstrating improving sustainable characteristics (which are companies with a clear timeline for improvement and tangible and measurable ways to demonstrate that improvement). The remainder of assets may be invested in equities of companies considered less sustainable. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Amit Mehta 14/12/2020 | ||
John Citron 14/12/2020 | ||
Inception Date 14/12/2020 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI EM NR GBP | MSCI EM NR USD |
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| Portfolio Profile for JPM Emerging Markets Sustainable Equity Fund B GBP Net Accumulatio | 31/05/2022 |
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| Top 5 Holdings | Sector | % |
 Taiwan Semiconductor Manufacturi...
|  Technology | 8.19 |
| Tencent Holdings Ltd |  Communication Services | 4.26 |
| Advantech Co Ltd | Technology | 3.32 |
| AIA Group Ltd |  Financial Services | 2.74 |
| NetEase Inc Ordinary Shares | Communication Services | 2.61 |
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Increase  Decrease  New since last portfolio | ||
| JPM Emerging Markets Sustainable Equity Fund B GBP Net Accumulatio | ||
