JPMorgan Funds - Global Natural Resources Fund C (acc) - USD

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
JPMorgan Funds - Global Natural Resources Fund C (acc) - USD
Fund-9.411.4-0.622.918.3
+/-Cat5.8-1.8-12.45.416.1
+/-B’mrk-2.3-1.31.8-3.44.7
 
Key Stats
NAV
12/08/2022
 USD 11.34
Day Change 0.36%
Morningstar Category™ Sector Equity Natural Resources
ISIN LU0266512473
Fund Size (Mil)
12/08/2022
 EUR 1370.27
Share Class Size (Mil)
12/08/2022
 USD 116.01
Max Initial Charge -
Ongoing Charge
01/01/2022
  1.01%
Morningstar Research
Analyst Report

JPM Natural Resources invests in mining and energy and has a benchmark-aware approach. It retains a Morningstar Analyst Rating of Neutral for all share classes. Chris Korpan has been lead on the strategy since March 2020, following the...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAbove Average
ProcessAverage
Performance
Price
Investment Objective: JPMorgan Funds - Global Natural Resources Fund C (acc) - USD
To provide long-term capital growth by investing primarily in natural resources companies, globally.
Returns
Trailing Returns (GBP)12/08/2022
YTD22.70
3 Years Annualised14.32
5 Years Annualised10.99
10 Years Annualised2.92
12 Month Yield 0.00
Management
Manager Name
Start Date
Chris Korpan
01/02/2017
Veronika Lysogorskaya
31/03/2020
Inception Date
05/04/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
EMIX Mining And Energy NR USDS&P Global Natural Resources TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  JPMorgan Funds - Global Natural Resources Fund C (acc) - USD30/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.530.0097.53
Bond0.060.000.06
Property0.000.000.00
Cash4.011.612.40
Other0.000.000.00
Top 5 Regions%
United States39.66
Canada19.02
United Kingdom13.86
Australasia11.62
Europe - ex Euro6.61
Top 5 Sectors%
Energy54.23
Basic Materials45.77
Top 5 HoldingsSector%
Shell PLCEnergyEnergy5.79
BHP Group LtdBasic MaterialsBasic Materials5.41
Chevron CorpEnergyEnergy5.15
Newmont CorpBasic MaterialsBasic Materials5.03
Rio Tinto PLCBasic MaterialsBasic Materials4.97
JPMorgan Funds - Global Natural Resources Fund C (acc) - USD

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)