JPMorgan Funds - US Technology Fund C (acc) - USDRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 82.8 | 14.8 | -37.4 | 57.8 | 7.5 | |
+/-Cat | 39.1 | -0.2 | -9.2 | 26.3 | 0.6 | |
+/-B’mrk | - | -17.4 | -13.4 | 12.3 | -6.4 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 10/06/2024 | USD 99.49 | |
Day Change | -0.37% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU0129496690 | |
Fund Size (Mil) 10/06/2024 | USD 7189.74 | |
Share Class Size (Mil) 10/06/2024 | USD 1132.64 | |
Max Initial Charge | - | |
Ongoing Charge 15/05/2024 | 0.82% |
Investment Objective: JPMorgan Funds - US Technology Fund C (acc) - USD |
To provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and communication services) related US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Joseph Wilson 17/02/2017 | ||
Eric Ghernati 31/05/2021 | ||
Inception Date 20/06/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 EW Technology NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Technology Fund C (acc) - USD | 30/04/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 5.01 |
Meta Platforms Inc Class A | Communication Services | 4.78 |
Alphabet Inc Class C | Communication Services | 4.60 |
Amazon.com Inc | Consumer Cyclical | 3.89 |
Oracle Corp | Technology | 3.57 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Technology Fund C (acc) - USD |