JPMSE LUX RE UCITS CLT RE-JPMorgan Funds

Mutual Fund Luxembourg ·Founded 2000

Overview

JPMSE LUX RE UCITS CLT RE-JPMorgan Funds is a Luxembourg-based mutual fund managed by JPMorgan Asset Management, providing investors with access to a wide array of investment strategies across various asset classes. The fund is structured to comply with the UCITS (Undertakings for Collective Investment in Transferable Securities) regulations, ensuring a high standard of investor protection and transparency. This structure allows the fund to be marketed and sold to investors across the European Union and other jurisdictions that recognize UCITS-compliant products. The fund's investment approach is characterized by a diversified portfolio that spans multiple asset classes, including fixed income, equity, commodities, real estate, private equity, hedge funds, infrastructure, and venture capital. This diversification aims to balance risk and return, catering to a broad spectrum of investor preferences and risk tolerances. The fund employs both active and passive investment strategies, leveraging JPMorgan Asset Management's global research and expertise to identify opportunities across different markets and sectors. JPMSE LUX RE UCITS CLT RE-JPMorgan Funds is designed to accommodate various investment stages, from early-stage ventures to mature companies, and is open to investments of varying sizes, with minimum investments starting at $1 million and maximum investments up to $1 billion. This flexibility allows the fund to attract a wide range of investors, including institutional clients, high-net-worth individuals, and smaller investors seeking exposure to a diversified investment portfolio managed by a reputable financial institution.

Investment Focus

  • Accredited investor status may be required
  • Compliance with UCITS regulations

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilJPMorgan ChaseProcter & GambleVisaPfizerNvidiaTeslaBerkshire HathawayWalmartMastercardChevronCoca-ColaPepsiCoHome Depot

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Frequently asked questions about JPMSE LUX RE UCITS CLT RE-JPMorgan Funds

What sectors does JPMSE LUX RE UCITS CLT RE-JPMorgan Funds invest in?

JPMSE LUX RE UCITS CLT RE-JPMorgan Funds invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Luxembourg. JPMSE LUX RE UCITS CLT RE-JPMorgan Funds is listed as a mutual fund in the ConnectSafely investor database.

What stage does JPMSE LUX RE UCITS CLT RE-JPMorgan Funds invest at?

JPMSE LUX RE UCITS CLT RE-JPMorgan Funds backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 1B.

Which regions does JPMSE LUX RE UCITS CLT RE-JPMorgan Funds invest in?

JPMSE LUX RE UCITS CLT RE-JPMorgan Funds invests across United States, United Kingdom, Canada, Germany, Japan and Australia.

What companies has JPMSE LUX RE UCITS CLT RE-JPMorgan Funds invested in?

JPMSE LUX RE UCITS CLT RE-JPMorgan Funds's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and JPMorgan Chase.

Last updated · Source: ConnectSafely investor database