JPMorgan Funds - Global Sustainable Equity Fund I (dist) - GBPRegister to Unlock Ratings |
Performance History | 31/07/2019 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | 13.1 | -4.4 | 26.8 | |
+/-Cat | - | - | -3.9 | 0.4 | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 20/08/2019 | GBP 150.31 | |
Day Change | -0.38% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0980214265 | |
Fund Size (Mil) 02/05/2024 | USD 473.20 | |
Share Class Size (Mil) 20/08/2019 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2019 | 0.72% |
Investment Objective: JPMorgan Funds - Global Sustainable Equity Fund I (dist) - GBP |
To provide long-term capital growth by investing primarily in global companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Joanna Crompton 25/02/2022 | ||
Timothy Woodhouse 25/02/2022 | ||
Click here to see others | ||
Inception Date 02/08/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Sustainable Equity Fund I (dist) - GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.49 |
Amazon.com Inc | Consumer Cyclical | 5.58 |
NVIDIA Corp | Technology | 3.99 |
Mastercard Inc Class A | Financial Services | 3.38 |
Apple Inc | Technology | 3.33 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Global Sustainable Equity Fund I (dist) - GBP |