JPM Korea Equity C (dist) - GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 7.8 | -20.4 | 9.2 | 3.1 |
![]() | +/-Cat | - | 11.3 | 0.5 | -4.2 | -0.6 |
![]() | +/-B’mrk | - | 14.1 | -1.2 | -7.5 | 1.4 |
Category: Korea Equity | ||||||
Category Benchmark: Morningstar Korea TME NR USD |
Key Stats | ||
NAV 15/07/2024 | GBP 113.25 | |
Day Change | -0.64% | |
Morningstar Category™ | Korea Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU2226121957 | |
Fund Size (Mil) 15/07/2024 | USD 1336.88 | |
Share Class Size (Mil) 15/07/2024 | GBP 6.98 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.96% |
Morningstar Research |
Analyst Report | 09/10/2023 Harsh Jain, Analyst Morningstar, Inc |
JPMorgan Korea benefits from a capable lead manager, the support of one of the deepest teams in the region, as well as a well-structured approach. The clean C share class retains its Morningstar Analyst Rating of Silver. Other share classes range... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM Korea Equity C (dist) - GBP |
To provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
John Cho 13/06/2011 | ||
Julian Wong 01/04/2024 | ||
Click here to see others | ||
Inception Date 17/09/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
KOSPI TR KRW | Morningstar Korea TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPM Korea Equity C (dist) - GBP | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.44 |
![]() | ![]() | 8.73 |
![]() | ![]() | 3.76 |
![]() | ![]() | 3.71 |
![]() | ![]() | 3.68 |
![]() | ||
![]() ![]() ![]() | ||
JPM Korea Equity C (dist) - GBP |