JPMorgan Funds - Greater China Fund C (dist) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 54.4 | -8.1 | -19.7 | -14.6 | 6.3 |
![]() | +/-Cat | 19.0 | -1.3 | -1.0 | -2.2 | -1.3 |
![]() | +/-B’mrk | 30.2 | 0.5 | -7.2 | -8.1 | -6.2 |
Category: Greater China Equity | ||||||
Category Benchmark: MSCI Golden Dragon NR USD |
Key Stats | ||
NAV 15/07/2024 | USD 163.29 | |
Day Change | -1.35% | |
Morningstar Category™ | Greater China Equity | |
ISIN | LU0822046958 | |
Fund Size (Mil) 15/07/2024 | USD 1591.21 | |
Share Class Size (Mil) 15/07/2024 | USD 2.90 | |
Max Initial Charge | - | |
Ongoing Charge 07/03/2024 | 0.96% |
Morningstar Research |
Analyst Report | 11/03/2024 Claire Liang, Senior Analyst Morningstar, Inc |
JPM Greater China benefits from a solid investment management team, a well-resourced and expanding supporting cast, and a proven investment process. With both the People and Process ratings reiterated at Above Average, the Luxembourg vehicle’s... | |
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 - Greater China Fund C (dist) - USD |
To provide long-term capital growth by investing primarily in companies from the People's Republic of China, Hong Kong and Taiwan ("Greater China"). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Rebecca Jiang 03/07/2017 | ||
Li Tan 01/05/2023 | ||
Inception Date 24/01/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Golden Dragon NR USD | MSCI Golden Dragon NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Greater China Fund C (dist) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.60 |
![]() | ![]() | 9.49 |
![]() | ![]() | 3.19 |
![]() | ![]() | 2.92 |
![]() | ![]() | 2.89 |
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JPMorgan Funds - Greater China Fund C (dist) - USD |