JPM Europe (ex-UK) ESG 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
£3.359
£0.052 (+1.57%)
Fund Code
SPEUA
B235HP9
GB00B235HP90
Prices updated as at 02 May 2025
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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 companies (excluding the UK) with positive ESG characteristics in any economic sector, or companies that demonstrate improving ESG characteristics. Companies with positive ESG characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and/or social issues. 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
, SDR Consumer facing disclosure, 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
Annual performance (%)
| Year | This fund | Europe ex-UK Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 7.50 | 7.07 |
| 31 Mar 15 - 31 Mar 16 | -2.70 | -2.08 |
| 31 Mar 16 - 31 Mar 17 | 26.70 | 23.86 |
| 31 Mar 17 - 31 Mar 18 | 6.45 | 5.24 |
| 31 Mar 18 - 31 Mar 19 | -1.69 | -1.08 |
| 31 Mar 19 - 31 Mar 20 | -11.30 | -8.35 |
| 31 Mar 20 - 31 Mar 21 | 40.16 | 37.19 |
| 31 Mar 21 - 31 Mar 22 | 6.98 | 4.60 |
| 31 Mar 22 - 31 Mar 23 | 8.74 | 6.03 |
| 31 Mar 23 - 31 Mar 24 | 15.37 | 11.79 |
| 31 Mar 24 - 31 Mar 25 | 3.40 | -0.01 |
Trailing returns (%)
| Year | This fund | Europe ex-UK Equity |
|---|---|---|
| 1 Day | 1.57 | 1.76 |
| 1 Month | 3.93 | 2.93 |
| 3 Months | 3.04 | 0.69 |
| 6 Months | 8.15 | 6.21 |
| 1 Year | 10.10 | 5.49 |
| 3 Years annualised | 11.81 | 8.34 |
| 5 Years annualised | 13.63 | 11.10 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
