JPM US Select Fund X - Net IncomeRegister to Unlock Ratings |
Performance History | 31/08/2014 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 17.3 | -0.9 | 10.5 | 35.4 | 9.8 | |
+/-Cat | 2.5 | 0.8 | 2.7 | 6.6 | - | |
+/-B’mrk | -1.6 | -2.9 | 0.1 | 5.4 | - | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 28/08/2014 | GBP 4.10 | |
Day Change | -0.07% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB0032473109 | |
Fund Size (Mil) 01/05/2024 | GBP 1230.75 | |
Share Class Size (Mil) 29/08/2014 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2014 | 0.06% |
Investment Objective: JPM US Select Fund X - Net Income |
To provide capital growth by investing in a portfolio of equity securities of US companies. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the US. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Scott Davis 21/07/2016 | ||
Shilpee Raina 02/11/2021 | ||
Inception Date 24/01/2003 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 (Net of 15% with tax) | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPM US Select Fund X - Net Income | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.26 |
NVIDIA Corp | Technology | 5.99 |
Amazon.com Inc | Consumer Cyclical | 5.21 |
Apple Inc | Technology | 4.99 |
Meta Platforms Inc Class A | Communication Services | 3.31 |
Increase Decrease New since last portfolio | ||
JPM US Select Fund X - Net Income |