JPM Global Sustainable Equity Fund B GBP Net IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | -5.1 | 18.3 | 14.0 |
![]() | +/-Cat | - | - | 4.3 | 5.6 | 4.5 |
![]() | +/-B’mrk | - | - | 2.7 | 3.1 | 1.8 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 14/08/2024 | GBP 1.37 | |
Day Change | 1.33% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BMTR9973 | |
Fund Size (Mil) 13/08/2024 | GBP 169.91 | |
Share Class Size (Mil) 13/08/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 18/04/2024 | 0.90% |
Investment Objective: JPM Global Sustainable Equity Fund B GBP Net Income |
The Fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in global Sustainable Companies or companies that demonstrate improving sustainable characteristics. Sustainable Companies are those that the Investment Manager believes to have effective governance and superior management of environmental and/or social issues (sustainable characteristics). At least 80% of assets invested in equities of Sustainable Companies or companies that demonstrate improving sustainable characteristics anywhere in the world, including emerging markets. The Fund may be concentrated in a limited number of securities from time to time. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Joanna Crompton 30/06/2021 | ||
Timothy Woodhouse 30/06/2021 | ||
Click here to see others | ||
Inception Date 30/06/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Sustainable Equity Fund B GBP Net Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.08 |
![]() | ![]() | 5.99 |
![]() | ![]() | 4.83 |
![]() | ![]() | 4.81 |
![]() | ![]() | 3.16 |
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JPM Global Sustainable Equity Fund B GBP Net Income |