JPMorgan Funds - Korea Equity Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 33.9 | 6.1 | -21.6 | 7.3 | -0.3 | |
+/-Cat | -0.2 | 9.6 | -0.8 | -6.1 | 1.6 | |
+/-B’mrk | -6.9 | 12.4 | -2.4 | -9.4 | 2.0 | |
Category: Korea Equity | ||||||
Category Benchmark: Morningstar Korea TME NR USD |
Key Stats | ||
NAV 28/03/2024 | USD 13.31 | |
Day Change | -0.32% | |
Morningstar Category™ | Korea Equity | |
ISIN | LU0301638341 | |
Fund Size (Mil) 28/03/2024 | USD 1113.13 | |
Share Class Size (Mil) 28/03/2024 | USD 15.46 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 2.81% |
Morningstar Research |
Analyst Report | 09/10/2023 Harsh Jain, Analyst Morningstar, Inc |
JPMorgan Korea benefits from a capable lead manager, the support of one of the deepest teams in the region, as well as a well-structured approach. The clean C share class retains its Morningstar Analyst Rating of Silver. Other share classes range... | |
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 - Korea Equity Fund D (acc) - USD |
To provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
John Cho 13/06/2011 | ||
Ayaz Ebrahim 03/07/2017 | ||
Inception Date 28/09/2007 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
KOSPI TR KRW | Morningstar Korea TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - Korea Equity Fund D (acc) - USD | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
SK Hynix Inc | Technology | 9.66 |
Samsung Electronics Co Ltd | Technology | 8.63 |
LG Chem Ltd | Basic Materials | 4.30 |
Samsung BioLogics Co Ltd | Healthcare | 3.70 |
Hana Financial Group Inc | Financial Services | 3.21 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Korea Equity Fund D (acc) - USD |