JPMorgan Funds - Korea Equity Fund A (dist) - USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 35.3 | 7.1 | -20.8 | 8.3 | -0.2 |
![]() | +/-Cat | 1.2 | 10.6 | 0.1 | -5.0 | -0.5 |
![]() | +/-B’mrk | -5.5 | 13.4 | -1.6 | -8.4 | 0.0 |
Category: Korea Equity | ||||||
Category Benchmark: Morningstar Korea TME NR USD |
Key Stats | ||
NAV 14/08/2024 | USD 15.47 | |
Day Change | 1.00% | |
Morningstar Category™ | Korea Equity | |
ISIN | LU0301635750 | |
Fund Size (Mil) 13/08/2024 | USD 1321.00 | |
Share Class Size (Mil) 13/08/2024 | USD 7.00 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 1.81% |
Morningstar Research |
Analyst Report | 09/10/2023 Harsh Jain, Analyst Morningstar, Inc |
JPMorgan Korea benefits from a capable lead manager, the support of one of the deepest teams in the region, as well as a well-structured approach. The clean C share class retains its Morningstar Analyst Rating of Silver. Other share classes range... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Korea Equity Fund A (dist) - USD |
To provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
John Cho 13/06/2011 | ||
Julian Wong 01/04/2024 | ||
Click here to see others | ||
Inception Date 19/05/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
KOSPI TR KRW | Morningstar Korea TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Korea Equity Fund A (dist) - USD | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.88 |
![]() | ![]() | 8.84 |
![]() | ![]() | 4.04 |
![]() | ![]() | 3.62 |
![]() | ![]() | 3.60 |
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JPMorgan Funds - Korea Equity Fund A (dist) - USD |