JPM US Growth I2 (dist) - GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | - | 13.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 30/04/2024 | GBP 140.26 | |
Day Change | 0.62% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1727358944 | |
Fund Size (Mil) 13/08/2024 | USD 3914.54 | |
Share Class Size (Mil) 30/04/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.66% |
Investment Objective: JPM US Growth I2 (dist) - GBP |
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 24/02/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM US Growth I2 (dist) - GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.65 |
![]() | ![]() | 9.62 |
![]() | ![]() | 7.14 |
![]() | ![]() | 5.86 |
![]() | ![]() | 5.74 |
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JPM US Growth I2 (dist) - GBP |