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LU1857118894

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Analysis and statistics

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About

The fund with the financial product symbol LU1857118894.EUFUND is the JPM Global Macro Sustainable A (acc) - EUR fund. It is an actively managed fund focusing on generating returns by investing in a variety of asset classes globally, while incorporating sustainable investment principles. The fund aims to achieve capital appreciation by tactically allocating assets across different geographies, sectors, and investment styles, taking into account macroeconomic factors. A key element of its investment approach is integrating environmental, social, and governance (ESG) considerations into the investment decision-making process.
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Factors

FactorName: Overall Market Conditions Explanation: Broad market trends, economic indicators and investor sentiment influence demand and therefore impact fund valuations. FactorName: Underlying Asset Performance Explanation: The fund's price reflects the value of its investments in European equities, bonds or other assets. Their performance directly influences the fund's value. FactorName: Fund Management Expertise Explanation: The manager's skill in stock picking, asset allocation and risk management affects returns and, consequently, the fund's price. FactorName: Expense Ratio Explanation: Management fees and operating expenses lower returns and may impact the fund's attractiveness to investors, influencing its price. FactorName: Interest Rate Changes Explanation: Changes in interest rates, especially within the Eurozone, can impact the value of the fund's fixed-income assets and broader market sentiment. FactorName: Currency Fluctuations Explanation: If the fund invests across different European countries, exchange rate movements between the Euro and other currencies can affect its value.

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