JPMorgan Funds - US Growth Fund I2 (acc) - EUR (hedged)Register to Unlock Ratings |
Performance History | 29/02/2020 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 27.4 | -3.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/03/2020 | EUR 107.63 | |
Day Change | -0.75% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1727359165 | |
Fund Size (Mil) 15/07/2024 | USD 4559.80 | |
Share Class Size (Mil) 16/03/2020 | EUR 8.45 | |
Max Initial Charge | - | |
Ongoing Charge 27/09/2022 | 0.67% |
Investment Objective: JPMorgan Funds - US Growth Fund I2 (acc) - EUR (hedged) |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Giri Devulapally 20/12/2010 | ||
Joseph Wilson 17/02/2017 | ||
Inception Date 04/01/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - US Growth Fund I2 (acc) - EUR (hedged) | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.75 |
![]() | ![]() | 9.56 |
![]() | ![]() | 6.98 |
![]() | ![]() | 5.71 |
![]() | ![]() | 5.65 |
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JPMorgan Funds - US Growth Fund I2 (acc) - EUR (hedged) |