JPMorgan Funds - US Select Equity Plus Fund I (acc) - USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 21.0 | 31.0 | -9.4 | 24.2 | 19.7 |
![]() | +/-Cat | 6.9 | 4.8 | 0.1 | 6.9 | 6.2 |
![]() | +/-B’mrk | 4.3 | 3.9 | 0.4 | 5.0 | 4.4 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 14/08/2024 | USD 631.53 | |
Day Change | 0.37% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0281485341 | |
Fund Size (Mil) 13/08/2024 | USD 5538.43 | |
Share Class Size (Mil) 13/08/2024 | USD 224.49 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.80% |
Morningstar Research |
Analyst Report | 28/02/2024 Jeffrey Schumacher, Director Morningstar, Inc |
Experienced and capable managers who effectively exploit their deep bench of analysts add to the strategy’s appeal. The strategy, which includes U.S.-domiciled JPMorgan U.S. Large Cap Core Plus and its Luxembourg-domiciled sibling JPM U.S. Select... | |
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: JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD |
To provide long-term capital growth, through exposure to US companies by direct investment in securities of such companies and through the use of derivatives. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Susan Bao 05/07/2007 | ||
Steven Lee 19/12/2017 | ||
Inception Date 06/10/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR EUR | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.16 |
![]() | ![]() | 6.98 |
![]() | ![]() | 6.81 |
![]() | ![]() | 5.25 |
![]() | ![]() | 4.46 |
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JPMorgan Funds - US Select Equity Plus Fund I (acc) - USD |