JPMorgan Funds - Emerging Markets Equity Fund C (acc) - USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 29.4 | -8.4 | -16.1 | 0.1 | 2.8 | |
+/-Cat | 15.3 | -7.0 | -4.0 | -4.0 | -0.6 | |
+/-B’mrk | 15.5 | -7.6 | -8.3 | -3.9 | -0.5 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 25/04/2024 | USD 33.61 | |
Day Change | -1.71% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | LU0129488242 | |
Fund Size (Mil) 24/04/2024 | USD 6511.52 | |
Share Class Size (Mil) 24/04/2024 | USD 326.29 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.95% |
Morningstar Research |
Analyst Report | 21/03/2024 Lena Tsymbaluk, Associate Director Morningstar, Inc |
JPM Emerging Markets Equity’s highly experienced management team, the group’s extensive resources, and notable investment process underpin our positive view. The clean C share class retains its Morningstar Analyst Rating of Silver. Other share... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Emerging Markets Equity Fund C (acc) - USD |
To provide long-term capital growth by investing primarily in emerging market companies. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Leon Eidelman 15/02/2013 | ||
Austin Forey 07/01/1997 | ||
Inception Date 01/02/2005 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - Emerging Markets Equity Fund C (acc) - USD | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 9.81 |
Samsung Electronics Co Ltd | Technology | 6.14 |
Tencent Holdings Ltd | Communication Services | 5.21 |
Banco Bilbao Vizcaya Argentaria SA | Financial Services | 2.96 |
Nu Holdings Ltd Ordinary Shares ... | Financial Services | 2.66 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Emerging Markets Equity Fund C (acc) - USD |