JPM Europe Dynamic (ex-UK) Fund B - Net AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.9 | 22.1 | -6.2 | 12.3 | 8.6 |
![]() | +/-Cat | -1.5 | 6.7 | 2.5 | -1.2 | 3.0 |
![]() | +/-B’mrk | 0.0 | 4.9 | 1.3 | -2.7 | 2.1 |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 3.06 | |
Day Change | 1.06% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00B2359420 | |
Fund Size (Mil) 14/08/2024 | GBP 484.85 | |
Share Class Size (Mil) 14/08/2024 | GBP 2.32 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 1.15% |
Morningstar Research |
Analyst Report | 05/10/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Europe Dynamic (ex UK) benefits from a stable and effective team that implements a quantitative model looking to capture momentum. We reaffirm a Morningstar Analyst Rating of Bronze for the C clean share class. Ratings for other share classes... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPM Europe Dynamic (ex-UK) Fund B - Net Accumulation |
To maximise capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in European equities (excluding the UK). At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK). The Fund may have significant positions in specific sectors or markets from time to time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Ingram 31/03/2007 | ||
Blake Crawford 12/08/2013 | ||
Click here to see others | ||
Inception Date 01/11/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AW Dv Europe Ex UK NR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Europe Dynamic (ex-UK) Fund B - Net Accumulation | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.60 |
![]() | ![]() | 4.39 |
![]() | ![]() | 4.37 |
![]() | ![]() | 3.13 |
![]() | ![]() | 3.12 |
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JPM Europe Dynamic (ex-UK) Fund B - Net Accumulation |