JPM Global Unconstrained Equity Fund B - Net IncomeRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 32.5 | 17.7 | -19.7 | 20.7 | 16.4 | |
+/-Cat | 8.8 | 3.2 | -1.6 | 4.7 | 7.0 | |
+/-B’mrk | - | -0.3 | -0.8 | -1.6 | 2.0 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 02/10/2024 | GBP 3.53 | |
Day Change | -0.37% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B1YX7Z55 | |
Fund Size (Mil) 01/10/2024 | GBP 531.44 | |
Share Class Size (Mil) 01/10/2024 | GBP 4.94 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 1.55% |
Investment Objective: JPM Global Unconstrained Equity Fund B - Net Income |
To provide capital growth over the long- term (5-10 years) by investing throughout the world in any economic sector. At least 80% of assets invested in equities of companies globally, including emerging markets. The Fund may invest in small capitalisation companies. The Fund is concentrated in a limited number of securities and may also be concentrated from time to time in markets or sectors. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Rajesh Tanna 30/12/2022 | ||
Caroline Keen 31/01/2020 | ||
Click here to see others | ||
Inception Date 30/03/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Unconstrained Equity Fund B - Net Income | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 5.76 |
NVIDIA Corp | Technology | 4.90 |
Apple Inc | Technology | 4.58 |
Amazon.com Inc | Consumer Cyclical | 4.12 |
Meta Platforms Inc Class A | Communication Services | 3.57 |
Increase Decrease New since last portfolio | ||
JPM Global Unconstrained Equity Fund B - Net Income |