JPMorgan Funds - Global Natural Resources Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.4 | 20.8 | 30.8 | -5.6 | -1.4 | |
+/-Cat | -14.2 | 3.2 | 21.2 | -2.1 | -3.2 | |
+/-B’mrk | -0.7 | -6.7 | 0.8 | 1.2 | 0.6 | |
Category: Sector Equity Natural Resources | ||||||
Category Benchmark: Morningstar Gbl Upstm Nat R... |
Key Stats | ||
NAV 04/10/2024 | USD 8.85 | |
Day Change | 1.10% | |
Morningstar Category™ | Sector Equity Natural Resources | |
ISIN | LU0266512630 | |
Fund Size (Mil) 04/10/2024 | EUR 968.13 | |
Share Class Size (Mil) 04/10/2024 | USD 1.84 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 2.81% |
Morningstar Research |
Analyst Report | 18/04/2024 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 D (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 08/06/2007 |
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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 D (acc) - USD | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Exxon Mobil Corp | Energy | 8.61 |
Rio Tinto PLC Registered Shares | Basic Materials | 5.75 |
Freeport-McMoRan Inc | Basic Materials | 5.49 |
Shell PLC | Energy | 5.22 |
Newmont Corp | Basic Materials | 4.24 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Global Natural Resources Fund D (acc) - USD |