JPMorgan Funds - Europe Dynamic Fund X (acc) - EURRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.4 | 19.8 | -3.8 | 12.1 | 11.5 | |
+/-Cat | 3.0 | 4.5 | 4.5 | 0.5 | 4.1 | |
+/-B’mrk | 4.8 | 2.1 | 0.7 | -1.1 | 2.3 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 27/09/2024 | EUR 239.44 | |
Day Change | -0.28% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0146652267 | |
Fund Size (Mil) 27/09/2024 | EUR 633.09 | |
Share Class Size (Mil) 27/09/2024 | EUR 105.64 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.15% |
Morningstar Research |
Analyst Report | - , 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 X (acc) - EUR |
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 | ||
Blake Crawford 01/04/2019 | ||
Click here to see others | ||
Inception Date 25/10/2004 |
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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 X (acc) - EUR | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.17 |
Shell PLC | Energy | 4.77 |
SAP SE | Technology | 3.17 |
TotalEnergies SE | Energy | 2.61 |
GSK PLC | Healthcare | 2.58 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Europe Dynamic Fund X (acc) - EUR |