JPMorgan Funds - Global Sustainable Equity A (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 29.7 | 24.6 | -14.0 | 17.3 | 16.4 |
![]() | +/-Cat | 19.1 | 6.5 | -4.7 | 4.6 | 6.5 |
![]() | +/-B’mrk | 17.4 | 4.9 | -6.3 | 2.1 | 4.2 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 26/07/2024 | USD 35.02 | |
Day Change | 0.96% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0210534813 | |
Fund Size (Mil) 26/07/2024 | USD 560.36 | |
Share Class Size (Mil) 26/07/2024 | USD 91.59 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 1.75% |
Investment Objective: JPMorgan Funds - Global Sustainable Equity A (acc) - USD |
To provide long-term capital growth by investing primarily in global companies with positive E/S characteristics or 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Joanna Crompton 25/02/2022 | ||
Timothy Woodhouse 25/02/2022 | ||
Click here to see others | ||
Inception Date 31/03/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Sustainable Equity A (acc) - USD | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.06 |
![]() | ![]() | 6.00 |
![]() | ![]() | 4.92 |
![]() | ![]() | 4.83 |
![]() | ![]() | 3.25 |
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JPMorgan Funds - Global Sustainable Equity A (acc) - USD |