JPMorgan Investment Funds - Global Select Equity Fund A (acc) - USDRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.5 | 23.7 | -5.1 | 19.0 | 12.5 | |
+/-Cat | 3.9 | 5.6 | 4.3 | 6.2 | 2.6 | |
+/-B’mrk | 2.2 | 4.0 | 2.7 | 3.7 | 0.0 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 27/09/2024 | USD 563.34 | |
Day Change | 0.34% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0070217475 | |
Fund Size (Mil) 27/09/2024 | USD 9891.11 | |
Share Class Size (Mil) 27/09/2024 | USD 576.20 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 1.74% |
Investment Objective: JPMorgan Investment Funds - Global Select Equity Fund A (acc) - USD |
To achieve a return in excess of the global equity markets by investing primarily in companies, globally. Uses a fundamental, bottom-up stock selection process. Investment process built on stock level analysis by a global research team. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Christian Pecher 30/09/2019 | ||
Helge Skibeli 01/12/2015 | ||
Inception Date 30/04/1981 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Global Select Equity Fund A (acc) - USD | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.19 |
NVIDIA Corp | Technology | 6.06 |
Amazon.com Inc | Consumer Cyclical | 5.35 |
Meta Platforms Inc Class A | Communication Services | 3.78 |
Mastercard Inc Class A | Financial Services | 3.56 |
Increase Decrease New since last portfolio | ||
JPMorgan Investment Funds - Global Select Equity Fund A (acc) - USD |