JPM Natural Resources Fund C - Net Accumulation

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
JPM Natural Resources Fund C - Net Accumulation
Fund22.933.0-3.8-4.68.0
+/-Cat5.323.4-0.3-0.52.4
+/-B’mrk-4.63.03.02.22.5
 
Key Stats
NAV
06/02/2025
 GBP 10.92
Day Change 2.25%
Morningstar Category™ Sector Equity Natural Resources
IA (formerly IMA) Sector Commodities and Natural Resources
ISIN GB00B88MP089
Fund Size (Mil)
06/02/2025
 GBP 819.26
Share Class Size (Mil)
06/02/2025
 GBP 743.46
Max Initial Charge -
Ongoing Charge
01/01/2024
  0.83%
Morningstar Research
Analyst Report18/04/2024
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
People23
Parent24
Process23
Performance
Price
Investment Objective: JPM Natural Resources Fund C - Net Accumulation
The Fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund's assets in the shares of companies throughout the world engaged in the production and marketing of commodities. At least 80% of assets invested in equities of natural resource companies anywhere in the world, including emerging markets. Natural resource companies are those that are engaged in the exploration, development, refinement, production or marketing of natural resources and their secondary products.
Returns
Trailing Returns (GBP)06/02/2025
YTD10.27
3 Years Annualised7.46
5 Years Annualised11.39
10 Years Annualised8.42
12 Month Yield 2.86
Management
Manager Name
Start Date
Chris Korpan
01/02/2017
Veronika Lysogorskaya
31/03/2020
Inception Date
22/10/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P Global Mining & Energy NR GBPMorningstar Gbl Upstm Nat Res NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  JPM Natural Resources Fund C - Net Accumulation31/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.390.0099.39
Bond0.030.000.03
Property0.000.000.00
Cash0.850.270.58
Other0.000.000.00
Top 5 Regions%
United States42.18
Canada20.66
United Kingdom10.19
Australasia8.78
Europe - ex Euro4.96
Top 5 Sectors%
Basic Materials51.49
Energy48.51
Top 5 HoldingsSector%
Exxon Mobil CorpEnergyEnergy8.48
Rio Tinto PLC Registered SharesBasic MaterialsBasic Materials5.89
Freeport-McMoRan IncBasic MaterialsBasic Materials4.82
Shell PLCEnergyEnergy4.23
BHP Group LtdBasic MaterialsBasic Materials4.00
JPM Natural Resources Fund C - Net Accumulation

Related

* This share class has performance data calculated prior to the inception date, 2012-10-22. This is based upon a simulated/extended track record, using the track record of JPM Natural Resources A Net Acc (ISIN: GB0031835118), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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