JPM Korea Equity C (dist) - GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 7.8 | -20.4 | 9.2 | 0.6 | |
+/-Cat | - | 11.3 | 0.5 | -4.2 | 1.3 | |
+/-B’mrk | - | 14.1 | -1.2 | -7.5 | 2.5 | |
Category: Korea Equity | ||||||
Category Benchmark: Morningstar Korea TME NR USD |
Key Stats | ||
NAV 13/05/2024 | GBP 113.57 | |
Day Change | -0.45% | |
Morningstar Category™ | Korea Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU2226121957 | |
Fund Size (Mil) 13/05/2024 | USD 1138.88 | |
Share Class Size (Mil) 13/05/2024 | GBP 6.83 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.96% |
Morningstar Research |
Analyst Report | 09/10/2023 Harsh Jain, Analyst Morningstar, Inc |
JPMorgan Korea benefits from a capable lead manager, the support of one of the deepest teams in the region, as well as a well-structured approach. The clean C share class retains its Morningstar Analyst Rating of Silver. Other share classes range... | |
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 Korea Equity C (dist) - GBP |
To provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
John Cho 13/06/2011 | ||
Ayaz Ebrahim 03/07/2017 | ||
Inception Date 17/09/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
KOSPI TR KRW | Morningstar Korea TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Korea Equity C (dist) - GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
SK Hynix Inc | Technology | 9.91 |
Samsung Electronics Co Ltd | Technology | 8.97 |
LG Chem Ltd | Basic Materials | 4.31 |
Samsung BioLogics Co Ltd | Healthcare | 3.96 |
Shinhan Financial Group Co Ltd | Financial Services | 3.27 |
Increase Decrease New since last portfolio | ||
JPM Korea Equity C (dist) - GBP |