JPMorgan Funds - Japan Equity Fund J (dist) - USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 37.1 | -2.7 | -26.2 | 8.5 | 11.8 |
![]() | +/-Cat | 25.2 | -5.0 | -19.0 | -3.5 | 1.4 |
![]() | +/-B’mrk | 26.7 | -5.0 | -20.4 | -4.8 | -0.1 |
Category: Japan Large-Cap Equity | ||||||
Category Benchmark: Morningstar Japan TME NR JPY |
Key Stats | ||
NAV 14/08/2024 | USD 24.33 | |
Day Change | 0.71% | |
Morningstar Category™ | Japan Large-Cap Equity | |
ISIN | LU0129465034 | |
Fund Size (Mil) 14/08/2024 | JPY 349039.33 | |
Share Class Size (Mil) 14/08/2024 | USD 49.18 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/07/2024 | 1.80% |
Morningstar Research |
Analyst Report | 19/04/2024 Samuel Lo, Senior Analyst Morningstar, Inc |
The strategy's topnotch lead portfolio manager, well-resourced supporting team, and time-tested investment approach continue to underpin our strong conviction here, and we reiterate its Morningstar Analyst Rating across all share classes of the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Japan Equity Fund J (dist) - USD |
To provide long-term capital growth by investing primarily in Japanese companies. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Miyako Urabe 01/09/2015 | ||
Nicholas Weindling 01/09/2015 | ||
Click here to see others | ||
Inception Date 02/04/2002 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - Japan Equity Fund J (dist) - USD | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 7.20 |
![]() | ![]() | 6.63 |
![]() | ![]() | 5.41 |
![]() | ![]() | 5.22 |
![]() | ![]() | 5.03 |
![]() | ||
![]() ![]() ![]() | ||
JPMorgan Funds - Japan Equity Fund J (dist) - USD |