JPMorgan Funds - Global Natural Resources Fund A (acc) - USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.5 | 22.0 | 32.2 | -4.6 | -6.1 | |
+/-Cat | -13.2 | 4.5 | 22.6 | -1.1 | 0.0 | |
+/-B’mrk | 0.3 | -5.5 | 2.2 | 2.2 | -0.5 | |
Category: Sector Equity Natural Resources | ||||||
Category Benchmark: Morningstar Gbl Upstm Nat R... |
Key Stats | ||
NAV 28/03/2024 | USD 14.16 | |
Day Change | 1.34% | |
Morningstar Category™ | Sector Equity Natural Resources | |
ISIN | LU0266512127 | |
Fund Size (Mil) 28/03/2024 | EUR 1023.21 | |
Share Class Size (Mil) 28/03/2024 | USD 275.52 | |
Max Initial Charge | - | |
Ongoing Charge 19/12/2023 | 1.73% |
Morningstar Research |
Analyst Report | 24/04/2023 Ramanand Kothari, Senior Analyst Morningstar, Inc |
JPM Natural Resources is run by a competent investment team and invests across the mining and energy spectrum using a benchmark-aware approach. The strategy's Morningstar Analyst Rating remains Neutral for all its share classes.Chris Korpan has... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Global Natural Resources Fund A (acc) - USD |
To provide long-term capital growth by investing primarily in natural resources companies, globally. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Korpan 01/02/2017 | ||
Veronika Lysogorskaya 31/03/2020 | ||
Inception Date 12/09/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P Global Mining & Energy TR EUR | Morningstar Gbl Upstm Nat Res NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Natural Resources Fund A (acc) - USD | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Exxon Mobil Corp | Energy | 9.58 |
Rio Tinto PLC Registered Shares | Basic Materials | 7.86 |
Shell PLC | Energy | 6.19 |
BHP Group Ltd | Basic Materials | 5.74 |
Freeport-McMoRan Inc | Basic Materials | 4.86 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Global Natural Resources Fund A (acc) - USD |