JPMorgan Funds - China Fund A (acc) - USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 64.1 | -19.5 | -16.4 | -27.7 | -5.0 |
![]() | +/-Cat | 30.2 | -4.7 | -0.6 | -7.3 | -3.5 |
![]() | +/-B’mrk | - | 1.6 | -6.0 | -12.6 | -7.6 |
Category: China Equity | ||||||
Category Benchmark: Morningstar China TME NR USD |
Key Stats | ||
NAV 13/08/2024 | USD 34.99 | |
Day Change | 0.11% | |
Morningstar Category™ | China Equity | |
ISIN | LU0210526637 | |
Fund Size (Mil) 13/08/2024 | USD 3123.35 | |
Share Class Size (Mil) 13/08/2024 | USD 464.60 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/07/2024 | 1.72% |
Morningstar Research |
Analyst Report | 12/03/2024 Claire Liang, Senior Analyst Morningstar, Inc |
JPM 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 strategy’s Luxembourg-domiciled... | |
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 - China Fund A (acc) - USD |
To provide long-term capital growth by investing primarily in companies of the People's Republic of China. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Rebecca Jiang 03/07/2017 | ||
Li Tan 01/05/2023 | ||
Inception Date 31/03/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI China 10/40 NR USD | Morningstar China TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - China Fund A (acc) - USD | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.77 |
![]() | ![]() | 6.14 |
![]() | ![]() | 5.47 |
![]() | ![]() | 4.99 |
![]() | ![]() | 3.31 |
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JPMorgan Funds - China Fund A (acc) - USD |