JPMorgan Funds - Greater China Fund A (dist) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 53.1 | -8.8 | -20.4 | -15.2 | 5.9 |
![]() | +/-Cat | 17.8 | -2.0 | -1.6 | -2.9 | -1.8 |
![]() | +/-B’mrk | 28.9 | -0.2 | -7.8 | -8.8 | -6.7 |
Category: Greater China Equity | ||||||
Category Benchmark: MSCI Golden Dragon NR USD |
Key Stats | ||
NAV 15/07/2024 | USD 48.12 | |
Day Change | -1.37% | |
Morningstar Category™ | Greater China Equity | |
ISIN | LU0117841782 | |
Fund Size (Mil) 15/07/2024 | USD 1591.21 | |
Share Class Size (Mil) 15/07/2024 | USD 573.65 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 07/03/2024 | 1.76% |
Morningstar Research |
Analyst Report | 11/03/2024 Claire Liang, Senior Analyst Morningstar, Inc |
JPM Greater China benefits from a solid investment management team, a well-resourced and expanding supporting cast, and a proven investment process. With both the People and Process ratings reiterated at Above Average, the Luxembourg vehicle’s... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Greater China Fund A (dist) - USD |
To provide long-term capital growth by investing primarily in companies from the People's Republic of China, Hong Kong and Taiwan ("Greater China"). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Rebecca Jiang 03/07/2017 | ||
Li Tan 01/05/2023 | ||
Inception Date 18/05/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Golden Dragon NR USD | MSCI Golden Dragon NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Greater China Fund A (dist) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.60 |
![]() | ![]() | 9.49 |
![]() | ![]() | 3.19 |
![]() | ![]() | 2.92 |
![]() | ![]() | 2.89 |
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JPMorgan Funds - Greater China Fund A (dist) - USD |