JPMorgan Funds - US Sustainable Equity C (acc) - USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -12.1 | 22.4 | 11.6 | |
+/-Cat | - | - | -2.6 | 5.2 | 0.7 | |
+/-B’mrk | - | - | -2.3 | 3.3 | 0.1 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 18/04/2024 | USD 116.98 | |
Day Change | -0.90% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU2363199386 | |
Fund Size (Mil) 18/04/2024 | USD 561.39 | |
Share Class Size (Mil) 18/04/2024 | USD 89.91 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.70% |
Investment Objective: JPMorgan Funds - US Sustainable Equity C (acc) - USD |
To provide long-term capital growth by investing primarily in US companies with positive E/S characteristics or US 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Daniel Hines 29/07/2021 | ||
David Small 29/07/2021 | ||
Inception Date 29/07/2021 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR EUR | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - US Sustainable Equity C (acc) - USD | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.24 |
Apple Inc | Technology | 5.95 |
NVIDIA Corp | Technology | 5.76 |
Amazon.com Inc | Consumer Cyclical | 5.64 |
Alphabet Inc Class A | Communication Services | 4.34 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Sustainable Equity C (acc) - USD |