JPMorgan Funds - Euroland Dynamic Fund C (perf) (dist) - EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.9 | 20.8 | -5.5 | 13.3 | 9.6 |
![]() | +/-Cat | 5.0 | 6.5 | 3.3 | -0.9 | 4.8 |
![]() | +/-B’mrk | 4.0 | 5.7 | 1.6 | -2.6 | 3.7 |
Category: Eurozone Large-Cap Equity | ||||||
Category Benchmark: Morningstar DM Ezn TME NR EUR |
Key Stats | ||
NAV 14/08/2024 | EUR 189.28 | |
Day Change | 0.82% | |
Morningstar Category™ | Eurozone Large-Cap Equity | |
ISIN | LU0679190412 | |
Fund Size (Mil) 14/08/2024 | EUR 132.27 | |
Share Class Size (Mil) 14/08/2024 | EUR 3.73 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.95% |
Morningstar Research |
Analyst Report | 04/10/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Euroland Dynamic 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 range... | |
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 - Euroland Dynamic Fund C (perf) (dist) - EUR |
To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of companies of countries that are part of the Eurozone ("Euroland Countries"). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Ingram 20/09/2011 | ||
John Baker 20/09/2011 | ||
Click here to see others | ||
Inception Date 22/10/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EMU NR EUR | Morningstar DM Ezn TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Euroland Dynamic Fund C (perf) (dist) - EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.05 |
![]() | ![]() | 5.09 |
![]() | ![]() | 4.98 |
![]() | ![]() | 3.21 |
![]() | ![]() | 3.08 |
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JPMorgan Funds - Euroland Dynamic Fund C (perf) (dist) - EUR |