JPMorgan Funds - Global Natural Resources Fund C (acc) - EURRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.9 | 23.6 | 32.6 | -4.0 | -6.0 | |
+/-Cat | -12.7 | 6.0 | 23.0 | -0.5 | 0.1 | |
+/-B’mrk | 0.9 | -3.9 | 2.6 | 2.8 | -0.4 | |
Category: Sector Equity Natural Resources | ||||||
Category Benchmark: Morningstar Gbl Upstm Nat R... |
Key Stats | ||
NAV 28/03/2024 | EUR 21.58 | |
Day Change | 1.29% | |
Morningstar Category™ | Sector Equity Natural Resources | |
ISIN | LU0208853860 | |
Fund Size (Mil) 28/03/2024 | EUR 1023.21 | |
Share Class Size (Mil) 28/03/2024 | EUR 42.73 | |
Max Initial Charge | - | |
Ongoing Charge 19/12/2023 | 1.01% |
Morningstar Research |
Analyst Report | 24/04/2023 Ramanand Kothari, Senior Analyst Morningstar, Inc |
JPM Natural Resources is run by a competent investment team and invests across the mining and energy spectrum using a benchmark-aware approach. The strategy's Morningstar Analyst Rating remains Neutral for all its share classes.Chris Korpan has... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Global Natural Resources Fund C (acc) - EUR |
To provide long-term capital growth by investing primarily in natural resources companies, globally. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Korpan 01/02/2017 | ||
Veronika Lysogorskaya 31/03/2020 | ||
Inception Date 14/03/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P Global Mining & Energy TR EUR | Morningstar Gbl Upstm Nat Res NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Natural Resources Fund C (acc) - EUR | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Exxon Mobil Corp | Energy | 9.58 |
Rio Tinto PLC Registered Shares | Basic Materials | 7.86 |
Shell PLC | Energy | 6.19 |
BHP Group Ltd | Basic Materials | 5.74 |
Freeport-McMoRan Inc | Basic Materials | 4.86 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Global Natural Resources Fund C (acc) - EUR |