JPMorgan Funds - Global Natural Resources Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.4 | 20.8 | 30.8 | -5.6 | 2.4 |
![]() | +/-Cat | -14.2 | 3.2 | 21.2 | -2.1 | -0.2 |
![]() | +/-B’mrk | -0.7 | -6.7 | 0.8 | 1.2 | 2.2 |
Category: Sector Equity Natural Resources | ||||||
Category Benchmark: Morningstar Gbl Upstm Nat R... |
Key Stats | ||
NAV 15/07/2024 | USD 8.74 | |
Day Change | 0.16% | |
Morningstar Category™ | Sector Equity Natural Resources | |
ISIN | LU0266512630 | |
Fund Size (Mil) 15/07/2024 | EUR 1020.16 | |
Share Class Size (Mil) 15/07/2024 | USD 1.88 | |
Max Initial Charge | - | |
Ongoing Charge 19/12/2023 | 2.81% |
Morningstar Research |
Analyst Report | 18/04/2024 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 D (acc) - USD |
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 08/06/2007 |
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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 D (acc) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.18 |
![]() | ![]() | 7.41 |
![]() | ![]() | 6.11 |
![]() | ![]() | 5.23 |
![]() | ![]() | 4.70 |
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JPMorgan Funds - Global Natural Resources Fund D (acc) - USD |