JPM US Select Equity Plus A (dist) - EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.4 | 30.4 | -10.6 | 22.9 | 19.0 |
![]() | +/-Cat | 5.3 | 4.2 | -1.2 | 5.6 | 5.5 |
![]() | +/-B’mrk | 2.7 | 3.3 | -0.9 | 3.7 | 3.7 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 13/08/2024 | EUR 221.74 | |
Day Change | 0.93% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU1864442998 | |
Fund Size (Mil) 13/08/2024 | USD 5538.43 | |
Share Class Size (Mil) 13/08/2024 | EUR 4.51 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/07/2024 | 1.81% |
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 | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPM US Select Equity Plus A (dist) - 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 | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Susan Bao 05/07/2007 | ||
Steven Lee 19/12/2017 | ||
Inception Date 28/09/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR EUR | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM US Select Equity Plus A (dist) - EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.16 |
![]() | ![]() | 6.98 |
![]() | ![]() | 6.81 |
![]() | ![]() | 5.25 |
![]() | ![]() | 4.46 |
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JPM US Select Equity Plus A (dist) - EUR |