FUNDS - JPMorgan Funds - Global Socially Responsible Fund
Last update on: 29/10/2021

JPMorgan Funds - Global Socially Responsible Fund

Investment Trusts
J.P. Morgan Asset Management (JPMAM)
Asset Manager
J.P. Morgan Asset Management (JPMAM)

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

268.20 mil. USD
Share class size

(as of 30/09/2021)

77.23 mil. USD
ISIN LU0210534813
Fund price (as of 29/10/2021)
Offer 34.09 USD
Bid 32.31 USD

Growth (as of 29/10/2021) *

10 Years 313.00 %
5 Years 137.34 %
3 Years 98.61 %
1 Year 42.33 %
Current year 30.78 %
Benchmark ECPI Ethical Index Global (Total Return Net)

* in Euro (€)

Master data of Funds
Launch date 02/06/2000
Available in AT, BH, BE, CH, DE, DK, ES, EE, FI, FR, GB, GR, IE, IT, LU, NL, NO, SE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment To provide longterm capital growth by investing
primarily in companies, globally, that the Investment Manager believes to be socially responsible.
Investment strategy Investment primarily in equities of companies worldwide whose business principles demonstrate social responsibility.
Investment process The Global Portfolios Group of JPMF is responsible for the management of the fund. The investment process is transparent and straight forward. The team selects those equities from the ECPI Ethical Index Global (Total Return Net) they have identified as the "best in class".
Positive criteria Ecologically harmless products, activities; Positive relations to the shareholders; Supporting human rights
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by Ethix SRI