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

£2.551

arrow-down£-0.024 (-0.93%)

Fund Code

SPERI

B235HR1

GB00B235HR15

Prices updated as at 04 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.

Growth of 1,000 as of 07 Oct 2024, 08:10

10Y

Annual performance (%)

Year	This fund	Europe ex-UK Equity
30 Sep 13 - 30 Sep 14	9.28	4.64
30 Sep 14 - 30 Sep 15	2.96	3.42
30 Sep 15 - 30 Sep 16	18.58	18.48
30 Sep 16 - 30 Sep 17	23.71	21.54
30 Sep 17 - 30 Sep 18	2.00	1.83
30 Sep 18 - 30 Sep 19	3.29	3.00
30 Sep 19 - 30 Sep 20	-0.59	2.04
30 Sep 20 - 30 Sep 21	23.00	21.61
30 Sep 21 - 30 Sep 22	-10.48	-15.39
30 Sep 22 - 30 Sep 23	18.18	17.90
30 Sep 23 - 30 Sep 24	17.88	13.66

Trailing returns (%)

Year	This fund	Europe ex-UK Equity
1 Day	-0.93	-0.67
1 Month	-1.24	-0.03
3 Months	-2.82	-2.22
6 Months	-0.04	-1.57
1 Year	18.64	15.43
3 Years annualised	7.65	4.57
5 Years annualised	9.06	7.79

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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