JPM Europe Dynamic (ex-UK) Fund B - GBP Hedged Net AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.4 | 30.6 | -10.4 | 15.8 | 13.6 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | GBP 3.03 | |
Day Change | 0.63% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00BJ4T0B60 | |
Fund Size (Mil) 14/08/2024 | GBP 484.85 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.70 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 1.15% |
Investment Objective: JPM Europe Dynamic (ex-UK) Fund B - GBP Hedged Net Accumulation |
To maximise capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in European equities (excluding the UK). At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK). The Fund may have significant positions in specific sectors or markets from time to time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Ingram 31/03/2007 | ||
Blake Crawford 12/08/2013 | ||
Click here to see others | ||
Inception Date 03/05/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AW Dv Europe Ex UK NR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Europe Dynamic (ex-UK) Fund B - GBP Hedged Net Accumulation | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.60 |
![]() | ![]() | 4.39 |
![]() | ![]() | 4.37 |
![]() | ![]() | 3.13 |
![]() | ![]() | 3.12 |
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JPM Europe Dynamic (ex-UK) Fund B - GBP Hedged Net Accumulation |