JPMorgan Funds - US Select Equity Plus Fund A (acc) - EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.5 | 30.6 | -10.5 | 23.0 | 19.0 |
![]() | +/-Cat | 5.5 | 4.3 | -1.1 | 5.8 | 5.6 |
![]() | +/-B’mrk | 2.8 | 3.5 | -0.8 | 3.9 | 3.8 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 14/08/2024 | EUR 312.07 | |
Day Change | 0.35% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU0281483569 | |
Fund Size (Mil) 13/08/2024 | USD 5538.43 | |
Share Class Size (Mil) 13/08/2024 | EUR 331.11 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 1.71% |
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 | |
---|---|
People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Susan Bao 05/07/2007 | ||
Steven Lee 19/12/2017 | ||
Inception Date 12/02/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR EUR | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 8.16 |
![]() | ![]() | 6.98 |
![]() | ![]() | 6.81 |
![]() | ![]() | 5.25 |
![]() | ![]() | 4.46 |
![]() | ||
![]() ![]() ![]() | ||
JPMorgan Funds - US Select Equity Plus Fund A (acc) - EUR |