JPM Global Unconstrained Equity Fund C - Net AccumulationRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 33.0 | 18.1 | -19.4 | 21.1 | 22.9 | |
+/-Cat | 9.3 | 3.5 | -1.3 | 5.1 | 6.5 | |
+/-B’mrk | - | 0.0 | -0.5 | -1.2 | -0.4 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 10/12/2024 | GBP 4.59 | |
Day Change | -0.52% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B235QT61 | |
Fund Size (Mil) 10/12/2024 | GBP 552.41 | |
Share Class Size (Mil) 10/12/2024 | GBP 250.94 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.83% |
Investment Objective: JPM Global Unconstrained Equity Fund C - Net Accumulation |
To provide capital growth over the long- term (5-10 years) by investing throughout the world in any economic sector. At least 80% of assets invested in equities of companies globally, including emerging markets. The Fund may invest in small capitalisation companies. The Fund is concentrated in a limited number of securities and may also be concentrated from time to time in markets or sectors. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Rajesh Tanna 30/12/2022 | ||
Caroline Keen 31/01/2020 | ||
Click here to see others | ||
Inception Date 20/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Unconstrained Equity Fund C - Net Accumulation | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.08 |
NVIDIA Corp | Technology | 5.86 |
Amazon.com Inc | Consumer Cyclical | 4.65 |
Mastercard Inc Class A | Financial Services | 3.58 |
Meta Platforms Inc Class A | Communication Services | 3.28 |
Increase Decrease New since last portfolio | ||
JPM Global Unconstrained Equity Fund C - Net Accumulation |