JPM Euroland Equity D Acc EUR

Objectives, Process and Policies Objective To provide long-term capital growth by investing primarily in companies of countries that are part of the Eurozone ("Euroland Countries"). Investment Process Investment Approach Uses a bottom-up stock selection process. Uses the full breadth of the eligible equity investment universe through a combination of fundamental research insights and quantitative analysis Share Class Benchmark MSCI EMU Index (Total Return Net) Benchmark uses and resemblance Performance comparison. The Sub-Fund is actively managed. The majority of the Sub-Fund's holdings (excluding derivatives) are likely to be components of the benchmark and it is managed within indicative risk parameters that typically limit the Investment Manager's discretion to deviate from its securities, weightings and risk characteristics. As a result, the Sub-Fund will bear a resemblance to the composition and risk characteristics of its benchmark; however, the Investment Manager's discretion may result in performance that differs from the benchmark. Main investment exposure At least 75% of net assets invested in equities (excluding convertible securities, index and participation notes and equity linked notes) of companies that are domiciled, or carrying out the main part of their economic activity, in a Euroland Country. At least 51% of assets are invested in companies with positive environmental and/or social characteristics that follow good governance practices as measured through the Investment Manager's proprietary ESG scoring methodology and/or third party data. The Sub-Fund invests at least 20% of assets in Sustainable Investments, as defined under SFDR, contributing to environmental or social objectives. The Sub-Fund excludes certain sectors, companies / issuers or practices from the investment universe based on specific values or norms-based screening policies. These policies set limits or full exclusions on certain industries and companies based on specific ESG crit

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No