Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
JPM Europe Dynamic Techs Fd A (dist) EUR (Cash)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.04.30
[{"name":"SAP SE","y":10.02},{"name":"Infineon Technologies AG","y":8.55},{"name":"ASML Holding NV","y":5.98},{"name":"Dassault Systemes SE","y":4.50},{"name":"Nokia Oyj","y":3.98},{"name":"JPM EUR lqdty LVNAV X (T0 acc.)","y":3.66},{"name":"STMicroelectronics NV","y":3.11},{"name":"Logitech International SA","y":3.09},{"name":"Hexagon AB Class B","y":2.67},{"name":"Nemetschek SE","y":2.65}]
Item
Percentages
1. SAP SE
10.02
2. Infineon Technologies AG
8.55
3. ASML Holding NV
5.98
4. Dassault Systemes SE
4.50
5. Nokia Oyj
3.98
6. JPM EUR lqdty LVNAV X (T0 acc.)
3.66
7. STMicroelectronics NV
3.11
8. Logitech International SA
3.09
9. Hexagon AB Class B
2.67
10. Nemetschek SE
2.65
Fund Information
Data Updated On 2025.06.08
Investment Objective
To provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and telecommunication) related companies in Europe.
Key Facts
ISIN
LU0104030142
Asset Class
Equity Fund
Fund Category
Sector Equity Technology
Geography
Europe
Risk Rating
High
Morningstar Rating
Currency
EUR
Fund Size
USD 513,064,732.00
Price
47.88
Nav Date
2025.06.06
Change(%)
0.95
Net Asset Value
47.88
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
-0.10
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2024.09.11
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
J.P. Morgan Asset Management
Establish Date
1999.11.08
Fund Manager
Jonathan Ingram
Fund Manager (Start Date)
2007.03.01
Fund Manager Intro
Jon Ingram has been employed by JPMIM or its affiliates (or one of their predecessors) since 2000. Prior to this, he was a quantitative investment analyst in the currency group. He obtained an M.Eng(Hons) in Natural Sciences (Metallurgy) from Oxford University. He is a CFA charterholder.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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