JPM Natural Resources Fund C - Net AccumulationRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -9.7 | 12.2 | 0.0 | 22.9 | 17.6 |
| +/-Cat | 5.6 | -0.9 | -11.8 | 5.3 | 15.3 |
| +/-B’mrk | -2.5 | -0.4 | 2.4 | -3.5 | 3.9 |
| Category: Sector Equity Natural Resources | ||||||
| Category Benchmark: S&P Global Natural Resource... | ||||||
| Key Stats | ||
| NAV 10/08/2022 | GBP 9.60 | |
| Day Change | 0.66% | |
| Morningstar Category™ | Sector Equity Natural Resources | |
| IA (formerly IMA) Sector | Commodities and Natural Resources | |
| ISIN | GB00B88MP089 | |
| Fund Size (Mil) 09/08/2022 | GBP 939.49 | |
| Share Class Size (Mil) 09/08/2022 | GBP 452.06 | |
| Max Initial Charge | - | |
| Ongoing Charge 04/06/2021 | 0.82% | |
| Morningstar Research |
| Analyst Report |
JPM Natural Resources invests in mining and energy and has a benchmark-aware approach. It retains a Morningstar Analyst Rating of Neutral for all share classes. Chris Korpan has been lead on the strategy since March 2020, following the... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Average |
| Parent | Above Average |
| Process | Average |
| 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 | |||||||||||||
|
| Management | ||
Manager Name Start Date | ||
Chris Korpan 01/02/2017 | ||
Veronika Lysogorskaya 31/03/2020 | ||
Inception Date 22/10/2012 | ||
| Advertisement |
| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| EMIX Global Gold Mining&Energy NR GBP | S&P Global Natural Resources TR USD |
| Target Market | ||||||||||||||||||||
| ||||||||||||||||||||
| Portfolio Profile for JPM Natural Resources Fund C - Net Accumulation | 30/06/2022 |
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||
| Top 5 Holdings | Sector | % |
 Shell PLC |  Energy | 5.81 |
 BHP Group Ltd |  Basic Materials | 5.35 |
| Chevron Corp | Energy | 5.14 |
| Newmont Corp | Basic Materials | 5.10 |
| Rio Tinto PLC | Basic Materials | 4.94 |
 | ||
Increase Decrease  New since last portfolio | ||
| JPM Natural Resources Fund C - Net Accumulation | ||
