JPMorgan Funds - Emerging Markets Equity Fund X (acc) - USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 30.6 | -7.6 | -15.3 | 0.9 | 3.0 | |
+/-Cat | 16.5 | -6.2 | -3.3 | -3.2 | -0.4 | |
+/-B’mrk | 16.7 | -6.8 | -7.5 | -3.1 | -0.3 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 24/04/2024 | USD 44.23 | |
Day Change | 1.51% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | LU0143811551 | |
Fund Size (Mil) 24/04/2024 | USD 6511.52 | |
Share Class Size (Mil) 24/04/2024 | USD 1824.69 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.15% |
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. Our increased conviction in Leon Eidelman's ability to execute the process consistently means... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Emerging Markets Equity Fund X (acc) - USD |
To provide long-term capital growth by investing primarily in emerging market companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Leon Eidelman 15/02/2013 | ||
Austin Forey 07/01/1997 | ||
Inception Date 23/11/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Emerging Markets Equity Fund X (acc) - USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 9.81 |
Samsung Electronics Co Ltd | Technology | 6.14 |
Tencent Holdings Ltd | Communication Services | 5.21 |
Banco Bilbao Vizcaya Argentaria SA | Financial Services | 2.96 |
Nu Holdings Ltd Ordinary Shares ... | Financial Services | 2.66 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Emerging Markets Equity Fund X (acc) - USD |