JPMorgan Funds - China Fund I (acc) - USDRegister to Unlock Ratings |
Performance History | 30/11/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 65.6 | -18.8 | -15.8 | -24.5 |
![]() | +/-Cat | - | 31.7 | -4.0 | 0.0 | -6.4 |
![]() | +/-B’mrk | - | - | 2.3 | -5.4 | -11.7 |
Category: China Equity | ||||||
Category Benchmark: Morningstar China TME NR USD |
Key Stats | ||
NAV 08/12/2023 | USD 84.73 | |
Day Change | 0.29% | |
Morningstar Category™ | China Equity | |
ISIN | LU0248042839 | |
Fund Size (Mil) 08/12/2023 | USD 4149.11 | |
Share Class Size (Mil) 08/12/2023 | USD 1332.44 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 0.91% |
Morningstar Research |
Analyst Report | 16/03/2023 Chloe Qu, Senior Analyst Morningstar, Inc |
JPM China benefits from a solid investment management team, a well-resourced and expanding supporting cast, and a proven investment process. With both the People and Process ratings reiterated at Above Average, the strategy’s Luxembourg-domiciled... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - China Fund I (acc) - USD |
To provide long-term capital growth by investing primarily in companies of the People's Republic of China. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Rebecca Jiang 03/07/2017 | ||
Li Tan 01/05/2023 | ||
Inception Date 26/02/2007 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI China 10/40 NR USD | Morningstar China TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - China Fund I (acc) - USD | 31/10/2023 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.78 |
![]() | ![]() | 6.14 |
![]() | ![]() | 5.18 |
![]() | ![]() | 4.70 |
![]() | ![]() | 4.41 |
![]() | ||
![]() ![]() ![]() | ||
JPMorgan Funds - China Fund I (acc) - USD |