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JPM Emerging Markets Sustainable Equity

Ranked 10 out of 44 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in USD unless stated

Objective

To provide long-term capital growth by investing primarily 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).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets Smaller Companies over : 12/31/2019 - 12/31/2020

Total Return

Quarterly Performance

to 12/31/2020 Annual Q1 Q2 Q3 Q4
2020 25.1% -20.6% 19.3% 9.7% 20.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

11/30/2020

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd 7.13%
Alibaba Group Holding Ltd Ordinary Shares 4.12%
Hdfc Bank Ltd Adr 3.86%
Tencent Holdings Ltd 3.59%
Housing Development Finance Corp Ltd 2.92%
Wal - Mart De Mexico Sab De Cv Class V 2.45%
Kotak Mahindra Bank Ltd 2.37%
Jeronimo Martins Sgps Sa 2.36%
Aia Group Ltd 2.28%
Hong Kong Exchanges And Clearing Ltd 2.18%
11/30/2020

Registered For Sale In

  1. Antigua and Barbuda
  2. Austria
  3. Belgium
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hungary
  10. Iceland
  11. Italy
  12. Jersey
  13. Liechtenstein
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date11/13/2019
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU2051469034

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).