JPM Japan Equity C (acc) - USD (hedged)Register to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 31.4 | 9.8 | -12.7 | 24.4 | 14.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 28/03/2024 | USD 333.21 | |
Day Change | -0.95% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1030900838 | |
Fund Size (Mil) 28/03/2024 | JPY 347879.30 | |
Share Class Size (Mil) 28/03/2024 | USD 181.10 | |
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: JPM Japan Equity C (acc) - USD (hedged) |
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 21/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Japan Equity C (acc) - USD (hedged) | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Keyence Corp | Technology | 6.21 |
Tokio Marine Holdings Inc | Financial Services | 5.67 |
Tokyo Electron Ltd | Technology | 5.24 |
Shin-Etsu Chemical Co Ltd | Basic Materials | 5.04 |
Hitachi Ltd | Industrials | 4.94 |
Increase Decrease New since last portfolio | ||
JPM Japan Equity C (acc) - USD (hedged) |