JPM Emerging Markets Fund X - Net AccumulationRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.6 | -15.4 | 1.3 | 5.0 | 5.0 |
![]() | +/-Cat | -7.1 | -3.3 | -2.8 | -3.1 | 2.6 |
![]() | +/-B’mrk | -7.7 | -7.6 | -2.7 | -4.0 | 3.0 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 07/02/2025 | GBP 3.01 | |
Day Change | 0.60% | |
Morningstar Category™ | Global Emerging Markets Equity | |
IA (formerly IMA) Sector | Global Emerging Markets | |
ISIN | GB00BD02KW80 | |
Fund Size (Mil) 07/02/2025 | GBP 2262.67 | |
Share Class Size (Mil) 07/02/2025 | GBP 537.38 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.06% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
JPM Emerging Markets' highly experienced management team, extensive resources, and notable investment process underpin our positive view of the strategy. The clean C share class retains its Morningstar Analyst Rating of Silver. Other share... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM Emerging Markets Fund X - Net Accumulation |
To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in equity securities of emerging markets companies. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in an emerging market country. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Leon Eidelman 15/02/2013 | ||
Austin Forey 01/07/1997 | ||
Inception Date 01/11/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR GBP | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPM Emerging Markets Fund X - Net Accumulation | 31/12/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.78 |
![]() | ![]() | 7.44 |
![]() | ![]() | 3.38 |
![]() | ![]() | 3.15 |
![]() | ![]() | 2.80 |
![]() | ||
![]() ![]() ![]() | ||
JPM Emerging Markets Fund X - Net Accumulation |