JPMorgan Funds - US Technology Fund X (acc) - USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 84.1 | 15.6 | -37.0 | 58.8 | 8.5 | |
+/-Cat | 40.4 | 0.6 | -8.8 | 27.4 | 4.0 | |
+/-B’mrk | - | -16.7 | -12.9 | 13.4 | 1.0 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 15/05/2024 | USD 617.74 | |
Day Change | 1.02% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU0143839644 | |
Fund Size (Mil) 15/05/2024 | USD 7243.11 | |
Share Class Size (Mil) 15/05/2024 | USD 275.49 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.15% |
Investment Objective: JPMorgan Funds - US Technology Fund X (acc) - USD |
To provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and communication services) related US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Joseph Wilson 17/02/2017 | ||
Eric Ghernati 31/05/2021 | ||
Inception Date 08/10/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 EW Technology NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Technology Fund X (acc) - USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 5.60 |
Meta Platforms Inc Class A | Communication Services | 5.42 |
Advanced Micro Devices Inc | Technology | 3.89 |
Amazon.com Inc | Consumer Cyclical | 3.88 |
Oracle Corp | Technology | 3.72 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Technology Fund X (acc) - USD |