JPMorgan Funds - Japan Equity Fund C (dist) - GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 37.8 | -2.2 | -26.1 | 10.0 | 9.5 | |
+/-Cat | 26.0 | -4.4 | -18.9 | -2.0 | -0.6 | |
+/-B’mrk | 27.5 | -4.4 | -20.3 | -3.3 | -2.7 | |
Category: Japan Large-Cap Equity | ||||||
Category Benchmark: Morningstar Japan TME NR JPY |
Key Stats | ||
NAV 18/04/2024 | GBP 152.78 | |
Day Change | 0.55% | |
Morningstar Category™ | Japan Large-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0847323382 | |
Fund Size (Mil) 18/04/2024 | JPY 336237.03 | |
Share Class Size (Mil) 18/04/2024 | GBP 49.46 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.96% |
Morningstar Research |
Analyst Report | 28/04/2023 Samuel Lo, Senior Analyst Morningstar, Inc |
The strategy's topnotch lead portfolio manager, well-resourced supporting team, and time-tested investment approach continue to underpin our strong conviction here, and we reiterate its Morningstar Analyst Rating across all share classes of the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Japan Equity Fund C (dist) - GBP |
To provide long-term capital growth by investing primarily in Japanese companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Miyako Urabe 01/09/2015 | ||
Nicholas Weindling 01/09/2015 | ||
Click here to see others | ||
Inception Date 25/07/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Japan Equity Fund C (dist) - GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Tokio Marine Holdings Inc | Financial Services | 5.87 |
Keyence Corp | Technology | 5.80 |
Shin-Etsu Chemical Co Ltd | Basic Materials | 5.64 |
Hitachi Ltd | Industrials | 5.39 |
Tokyo Electron Ltd | Technology | 5.33 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Japan Equity Fund C (dist) - GBP |