JPMorgan Funds - Europe Dynamic Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 5.5 | 16.0 | -5.6 | 9.5 | 11.6 |
![]() | +/-Cat | 1.2 | 0.6 | 2.7 | -2.1 | 4.2 |
![]() | +/-B’mrk | 2.9 | -1.7 | -1.0 | -3.7 | 3.1 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 28/06/2024 | USD 190.08 | |
Day Change | -0.37% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0190961812 | |
Fund Size (Mil) 28/06/2024 | EUR 635.89 | |
Share Class Size (Mil) 28/06/2024 | USD 5.75 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/12/2023 | 2.55% |
Morningstar Research |
Analyst Report | 22/09/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Europe Dynamic benefits from a stable and effective team that implements a quantitative model looking to capture momentum. We reaffirm the Morningstar Analyst Rating of Bronze for the C clean share class. Ratings for other share classes range... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPMorgan Funds - Europe Dynamic Fund D (acc) - USD |
To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of European companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Ingram 01/03/2007 | ||
John Baker 01/02/2005 | ||
Click here to see others | ||
Inception Date 01/10/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Europe Dynamic Fund D (acc) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.41 |
![]() | ![]() | 5.22 |
![]() | ![]() | 3.42 |
![]() | ![]() | 2.91 |
![]() | ![]() | 2.87 |
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JPMorgan Funds - Europe Dynamic Fund D (acc) - USD |