JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.8 | 31.2 | -10.0 | 24.7 | 14.5 | |
+/-Cat | 6.7 | 4.9 | -0.5 | 7.5 | 3.5 | |
+/-B’mrk | 4.0 | 4.1 | -0.2 | 5.6 | 3.0 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 26/04/2024 | GBP 361.15 | |
Day Change | 2.03% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | LU0822049119 | |
Fund Size (Mil) 25/04/2024 | USD 4764.20 | |
Share Class Size (Mil) 25/04/2024 | GBP 6.04 | |
Max Initial Charge | - | |
Ongoing Charge 19/12/2023 | 0.85% |
Morningstar Research |
Analyst Report | 28/02/2024 Jeffrey Schumacher, Director Morningstar, Inc |
Experienced and capable managers who effectively exploit their deep bench of analysts add to the strategy’s appeal. The strategy, which includes U.S.-domiciled JPMorgan U.S. Large Cap Core Plus and its Luxembourg-domiciled sibling JPM U.S. Select... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP |
To provide long-term capital growth, through exposure to US companies by direct investment in securities of such companies and through the use of derivatives. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Susan Bao 05/07/2007 | ||
Steven Lee 19/12/2017 | ||
Inception Date 26/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR EUR | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.77 |
NVIDIA Corp | Technology | 5.66 |
Apple Inc | Technology | 5.31 |
Amazon.com Inc | Consumer Cyclical | 4.93 |
Meta Platforms Inc Class A | Communication Services | 3.69 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBP |