With a gross domestic product of over 25 trillion US dollars, the USA is by far the largest economy. Home to 340 million people, technology giants such as Alphabet, Amazon, Apple, IBM and Microsoft, and old economy giants such as Coca Cola, Nike and Walt Disney, it accounts for around 60 percent of global market capitalisation. The country is too big, the economy too important and the companies too innovative to be ignored by investors. The onemarkets J.P. Morgan US Equities Fund offers investors the opportunity to invest in the US market in a broadly diversified manner.
The fund in detail | Investment ideas |
The onemarkets J.P. Morgan US Equities Fund is oriented towards the S&P 500 Index. However, the focus of stock selection is on sustainability. Thus, the fund management can overweight or underweight sectors compared to the benchmark. Companies from areas such as fossil fuels, weapons, tobacco or gambling are avoided, as are companies that violate the principles of the UN Global Compact. There is a clear four-step investment process:
J.P. Morgan Asset Management manages client assets of 2.8 trillion US dollars and offers over 100 mutual funds (J.P. Morgan data as at June 2023). This makes it one of the world's largest asset managers. The most heavily weighted sectors include semiconductors/hardware, pharmaceuticals/medical technology with a total of around 29 percent.
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Would you like to invest in the onemarkets J.P. Morgan US Equities Fund? Here you will find suitable investment ideas:
onemarkets J.P. Morgan US Equities Fund C (retail investors, accumulating; minimum initial investment: EUR 100) |
LU2595018065 | View product |
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onemarkets Fund is the UniCredit UCITS (= Undertakings for Collective Investments in Transferable Securities) umbrella fund platform incorporated as a société d’investissement à capital variable, société anonyme (investment company with variable capital, public limited company) managed by Structured Invest S.A.
THIS IS A MARKETING COMMUNICATION. Please refer to the prospectus of onemarkets Fund (the "Fund") and to the Key Information Document (KID) before making any final investment decisions. This material is not intended to be relied upon as a forecast, research or investment advice and is not a recommendation or offer to buy or sell any securities or to adopt any investment strategy; it is for advertising purposes only and does not constitute legal, accounting or tax advice. This document contains information relating to the sub-funds (the “Sub-Fund”) of the Fund, an undertaking for collective investment in transferable securities (UCITS), subject to Part I of the Luxembourg Law of 17 December 2010 relating to undertakings for collective investment, as amended, in the form of an investment company with variable capital, registered with the Luxembourg Trade and Companies Register under no. B 271.238. The Sub-Fund is offered in the jurisdictions detailed in the prospectus for distribution and marketing in accordance with the applicable regulations. For full and accurate information on the Fund and its Sub-Funds (including the investment policies, strategies, related risks, costs and fees etc.), please refer to the Fund documents mentioned hereafter. Potential investors should examine whether the risks associated with investing in the Sub-Funds are appropriate to their situation and should also ensure that they fully understand the structure of the Sub-Funds and the risk associated with the investment. In case of doubt, it is recommended to consult a financial advisor in order to determine if the investment in the Sub-Funds is appropriate. The value of the shares and the profit from an investment in the Fund could go down or up, depending on the market conditions. The Sub-Funds do not offer any guarantee of return. Furthermore, past performance is not indicative of future results. The returns presented do not hold in consideration of any fees and costs incurred in subscribing and redeeming the shares. It is not addressed to any “U.S. Person” as defined in the Securities Act of 1933 and the prospectus of the Company (the "Prospectus"). The Prospectus, the KID and further documents and forms related to the Sub-Funds are not available to investors in certain countries in which the Fund is not registered and not offered for distribution and marketing purposes.
Before making any investment decision, please read the KID (in local language) and the Prospectus (available in English and the respective local language with the English version representing the legally binding one) and the articles of incorporation of the Fund (in English language), which are available at https://www.structuredinvest.lu and can be obtained as hard copy free of charge by request of the investor, together with the latest annual reports and half annual reports at the registered offices of the Management Company (as defined below) and at the distributors’ premises. A summary of the information on investor rights as well as the instruments of collective redress can be found in English at: https://www.structuredinvest.lu/lu/en/fund-platform/about-us.html. This marketing communication is published by Structured Invest S.A., the Fund’s management company. Structured Invest S.A. (the “Management Company”) was incorporated under the name Structured Invest on 16 November 2005 in the Grand Duchy of Luxembourg as a public limited company ("société anonyme”) for an indefinite period and is registered with the Luxembourg commercial and company register, Registre de Commerce et des Sociétés, under no. B 112.174. The Management Company has its registered office at 8-10 rue Jean Monnet, L 2180 Luxembourg, Grand Duchy of Luxembourg, and it is part of UniCredit Group. The Management Company may decide to terminate the arrangements made for the marketing of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC.
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