JPM US Select Equity A (dist) - GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.6 | 28.7 | -13.1 | 20.2 | 8.5 | |
+/-Cat | 5.5 | 2.5 | -3.7 | 3.0 | 0.5 | |
+/-B’mrk | 2.8 | 1.6 | -3.3 | 1.1 | 0.7 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 30/04/2024 | GBP 218.86 | |
Day Change | 0.16% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1718418871 | |
Fund Size (Mil) 01/05/2024 | USD 7662.85 | |
Share Class Size (Mil) 30/04/2024 | GBP 0.12 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/12/2023 | 1.80% |
Morningstar Research |
Analyst Report | 04/12/2023 Adam Sabban, Senior Analyst Morningstar, Inc |
Greater confidence in the investment process of the JPMorgan US Select Equity strategy (which includes the U.S. mutual fund, U.K., and Luxembourg vehicles) leads to a Morningstar Analyst Rating upgrade to Silver from Bronze or to Bronze from... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM US Select Equity A (dist) - GBP |
To achieve a return in excess of the US equity market by investing primarily in US companies. Uses a research-driven investment process that is based on the fundamental analysis of companies and their future earnings and cash flows by a team of specialist sector analysts. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Scott Davis 21/07/2016 | ||
Shilpee Raina 02/11/2021 | ||
Inception Date 23/02/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM US Select Equity A (dist) - GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.27 |
NVIDIA Corp | Technology | 6.02 |
Amazon.com Inc | Consumer Cyclical | 5.25 |
Apple Inc | Technology | 4.95 |
Meta Platforms Inc Class A | Communication Services | 3.28 |
Increase Decrease New since last portfolio | ||
JPM US Select Equity A (dist) - GBP |