JPM Europe (ex-UK) Sustainable Equity Fund C - Net Accumulation

Category Europe ex-UK Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£3.107

arrow-down£-0.078 (-2.45%)

Fund Code

SPEUA

B235HP9

GB00B235HP90

Prices updated as at 14 Jun 2024

Prices in GBP

Investment objective

The Fund aims to provide capital growth over the long- term (5-10 years) by investing at least 80% of the Fund’s assets in the shares of European Sustainable Companies (excluding the UK) in any economic sector, 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/or social issues (sustainable characteristics). At least 80% of assets invested in equities of Sustainable Companies, or companies demonstrating improving sustainable characteristics, that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Above Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
10 - year
Morningstar return	Above Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Above Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 May 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	2.74	1.46
	0.82	0.97
	0.34	0.30
	93.42	88.43
	1.36	0.51
	8.86	13.04
	2.94	4.42

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.