AMSelect JP Morgan US Equity Value Clas RH EUR

The Product is actively managed. The benchmark MSCI USA Value (USD) NR is used for performance comparison only. The Product is not benchmark constrained and its performance may deviate significantly from that of the benchmark. The Product seeks to increase the value of its assets over the medium term by investing mainly in US companies. The Product invests at least 75% of assets in equities and equity-related securities of companies that are registered, domiciled, or do most of their business, in the USA. The Product may invest up to 25% of assets in other equities and in other securities, such as bonds and money market instruments.The Product may invest in, or be exposed to, the following asset classes up to the percentages of assets indicated: Bonds and other debt securities (15%) UCITS and other UCIs (10%).The Product may hold ancillary liquid assets within the limits and conditions described the prospectus. The Product uses a combination of market and fundamental company analysis to select companies that appear to be undervalued. The investment strategy tends to favour stocks whose intrinsic value is not reflected in their stock price.Environmental, social and governance (ESG) criteria contribute to, but are not a determining factor in, the manager's decision making.Incomes are systematically reinvested.Investors are able to redeem on a daily basis (on Luxembourg bank business days) as described in the prospectus.This share class aims at hedging the portfolio return from USD to EUR.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No