JPMorgan Funds - US Growth Fund C (dist) - GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 50.6 | 20.5 | -17.3 | 29.1 | 25.8 | |
+/-Cat | 19.5 | -1.4 | 4.2 | 2.4 | 10.2 | |
+/-B’mrk | 18.7 | -6.9 | 5.9 | -3.0 | 4.3 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 15/07/2024 | GBP 599.44 | |
Day Change | 0.12% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0580369782 | |
Fund Size (Mil) 15/07/2024 | USD 4559.80 | |
Share Class Size (Mil) 15/07/2024 | GBP 2.84 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.80% |
Investment Objective: JPMorgan Funds - US Growth Fund C (dist) - GBP |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Giri Devulapally 20/12/2010 | ||
Joseph Wilson 17/02/2017 | ||
Inception Date 21/01/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Growth Fund C (dist) - GBP | 31/05/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 9.75 |
Microsoft Corp | Technology | 9.56 |
Amazon.com Inc | Consumer Cyclical | 6.98 |
Meta Platforms Inc Class A | Communication Services | 5.71 |
Eli Lilly and Co | Healthcare | 5.65 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - US Growth Fund C (dist) - GBP |