JPMorgan Funds - China A-Share Opportunities Fund I (acc) - GBPRegister to Unlock Ratings |
Performance History | 31/12/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | -19.4 | -27.9 | |
+/-Cat | - | - | - | 0.1 | - | |
+/-B’mrk | - | - | - | -1.3 | - | |
Category: China Equity - A Shares | ||||||
Category Benchmark: MSCI China A Onshore NR CNY |
Key Stats | ||
NAV 04/01/2024 | GBP 54.81 | |
Day Change | -1.70% | |
Morningstar Category™ | China Equity - A Shares | |
IA (formerly IMA) Sector | - | |
ISIN | LU2407607113 | |
Fund Size (Mil) 06/11/2024 | CNH 23721.64 | |
Share Class Size (Mil) 04/01/2024 | GBP 0.03 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.93% |
Morningstar Research |
Analyst Report | 12/03/2024 Claire Liang, Senior Analyst Morningstar, Inc |
JPM China A-Share Opportunities benefits from a solid investment management team, a well-resourced and expanding supporting cast, and a proven investment process. The vehicle’s cheaper share classes, including the clean share class C, maintain... | |
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: JPMorgan Funds - China A-Share Opportunities Fund I (acc) - GBP |
To provide long-term capital growth by investing primarily in companies of the People's Republic of China (PRC). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Rebecca Jiang 29/09/2017 | ||
Li Tan 01/05/2023 | ||
Inception Date 03/12/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
CSI 300 NR USD | MSCI China A Onshore NR CNY |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - China A-Share Opportunities Fund I (acc) - GBP | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Kweichow Moutai Co Ltd Class A | Consumer Defensive | 6.73 |
Contemporary Amperex Technology ... | Industrials | 5.33 |
Ping An Insurance (Group) Co. of... | Financial Services | 4.26 |
Midea Group Co Ltd Class A | Consumer Cyclical | 3.49 |
China Merchants Bank Co Ltd Class A | Financial Services | 3.40 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - China A-Share Opportunities Fund I (acc) - GBP |