JPM Europe (ex-UK) Sustainable Equity Fund C - Net Income
Category Europe ex-UK Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.562
£-0.005 (-0.19%)
Fund Code
SPERI
B235HR1
GB00B235HR15
Prices updated as at 28 Mar 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 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Richard Webb, Alexander Howard, Joanna Crompton |
2.57 | |
2.16 | |
Fund comparative index | FTSE AW Dv Europe Ex UK NR GBP |
Europe Excluding UK | |
- | |
0.65 | |
0.15 | |
0.00 | |
Europe ex-UK Equity | |
No | |
Fund provider | JPMorgan Funds Limited |
Share class launch date | 14 Mar 2008 |
£145.72m | |
- | |
1.61 | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.