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

£3.087

arrow-up£0.026 (+0.84%)

Fund Code

SPEUA

B235HP9

GB00B235HP90

Prices updated as at 08 Jan 2025

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.

Annual performance (%)

Year	This fund	Europe ex-UK Equity
31 Dec 14 - 31 Dec 15	10.25	9.31
31 Dec 15 - 31 Dec 16	16.50	16.34
31 Dec 16 - 31 Dec 17	19.27	16.92
31 Dec 17 - 31 Dec 18	-12.33	-11.76
31 Dec 18 - 31 Dec 19	20.32	19.26
31 Dec 19 - 31 Dec 20	6.44	9.37
31 Dec 20 - 31 Dec 21	19.77	15.41
31 Dec 21 - 31 Dec 22	-6.40	-8.74
31 Dec 22 - 31 Dec 23	14.91	13.52
31 Dec 23 - 31 Dec 24	5.11	1.01

Trailing returns (%)

Year	This fund	Europe ex-UK Equity
1 Day	0.52	0.45
1 Month	-1.48	-0.97
3 Months	-1.70	-2.07
6 Months	-4.10	-3.93
1 Year	8.95	5.45
3 Years annualised	5.30	2.83
5 Years annualised	7.81	6.24

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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