JPM Emerging Markets Small Cap C (perf) Acc EUR

Objectives, Process and Policies Objective To provide long-term capital growth by investing primarily in small capitalisation emerging market companies. Investment Process Investment Approach Uses a fundamental, bottom-up stock selection process. Uses a high conviction approach to finding the best investment ideas. Seeks to identify high quality companies with superior and sustainable growth potential. Share Class Benchmark MSCI Emerging Markets Small Cap Index (Total Return Net) Benchmark uses and resemblance Performance comparison. Performance fee calculation. The Sub-Fund is actively managed. Though the majority of its holdings (excluding derivatives) are likely to be components of the benchmark, the Investment Manager has broad discretion to deviate from its securities, weightings and risk characteristics. The degree to which the Sub-Fund may resemble the composition and risk characteristics of the benchmark will vary over time and its performance may be meaningfully different. Main investment exposure At least 67% of assets invested in equity securities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in an emerging market country. Market capitalisation is the total value of a company's shares and may fluctuate materially over time. The Sub-Fund's weighted average market capitalisation will, at all times, be less than the weighted average market capitalisation of the MSCI Emerging Markets IMI Index. The Sub-Fund may invest up to 20% in China A-Shares through the China-Hong Kong Stock Connect Programmes. 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 Managers 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 Su

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No