JPM Japan Equity C (acc) - USD (hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 31.4 | 9.8 | -12.7 | 24.4 | 21.9 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | USD 331.78 | |
Day Change | 0.66% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1030900838 | |
Fund Size (Mil) 13/08/2024 | JPY 349250.57 | |
Share Class Size (Mil) 13/08/2024 | USD 170.26 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.96% |
Morningstar Research |
Analyst Report | 19/04/2024 Samuel Lo, Senior Analyst Morningstar, Inc |
The strategy's topnotch lead portfolio manager, well-resourced supporting team, and time-tested investment approach continue to underpin our strong conviction here, and we reiterate its Morningstar Analyst Rating across all share classes of the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM Japan Equity C (acc) - USD (hedged) |
To provide long-term capital growth by investing primarily in Japanese companies. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Miyako Urabe 01/09/2015 | ||
Nicholas Weindling 01/09/2015 | ||
Click here to see others | ||
Inception Date 21/02/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPM Japan Equity C (acc) - USD (hedged) | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 7.20 |
![]() | ![]() | 6.63 |
![]() | ![]() | 5.41 |
![]() | ![]() | 5.22 |
![]() | ![]() | 5.03 |
![]() | ||
![]() ![]() ![]() | ||
JPM Japan Equity C (acc) - USD (hedged) |