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
£3.158
£0.013 (+0.41%)
Fund Code
SPEUA
B235HP9
GB00B235HP90
Prices updated as at 14 Oct 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 14 Oct 2024, 17:10
Trailing returns (%) as of 14 Oct 2024, 17:10
Annual performance (%)
Year | This fund | Europe ex-UK Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 9.31 | 4.64 |
30 Sep 14 - 30 Sep 15 | 3.02 | 3.42 |
30 Sep 15 - 30 Sep 16 | 18.63 | 18.48 |
30 Sep 16 - 30 Sep 17 | 23.69 | 21.54 |
30 Sep 17 - 30 Sep 18 | 2.05 | 1.83 |
30 Sep 18 - 30 Sep 19 | 3.31 | 3.00 |
30 Sep 19 - 30 Sep 20 | -0.53 | 2.04 |
30 Sep 20 - 30 Sep 21 | 23.10 | 21.61 |
30 Sep 21 - 30 Sep 22 | -10.47 | -15.39 |
30 Sep 22 - 30 Sep 23 | 18.25 | 17.90 |
30 Sep 23 - 30 Sep 24 | 17.87 | 13.66 |
Trailing returns (%)
Year | This fund | Europe ex-UK Equity |
---|---|---|
1 Day | 0.32 | 0.34 |
1 Month | 1.09 | 1.53 |
3 Months | -1.41 | -1.03 |
6 Months | 3.22 | 0.59 |
1 Year | 17.79 | 14.11 |
3 Years annualised | 8.21 | 5.02 |
5 Years annualised | 9.21 | 7.79 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.