JPM US Technology X (acc) USD |
Performance History | 31/03/2024 |
Growth of 1,000 (EUR) |
Fund | 74.3 | 23.2 | -40.4 | 62.6 | 14.4 | |
+/-Cat | 38.2 | 0.6 | -8.3 | 28.1 | 4.4 | |
+/-Idx | - | -17.8 | -12.2 | 13.7 | -0.1 | |
Category: Sector Equity Technology | ||||||
Benchmarks: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 19/04/2024 | USD 587.23 | |
Day Change | -1.28% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU0143839644 | |
Fund Size (Mil) 19/04/2024 | USD 6845.22 | |
Share Class Size (Mil) 19/04/2024 | USD 261.58 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.15% |
Investment Objective: JPM US Technology X (acc) USD |
To provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and communication services) related US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Joseph Wilson 17/02/2017 | ||
Eric Ghernati 31/05/2021 | ||
Inception Date 08/10/2007 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 EW Technology NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM US Technology X (acc) USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 5.60 |
Meta Platforms Inc Class A | Communication Services | 5.42 |
Advanced Micro Devices Inc | Technology | 3.89 |
Amazon.com Inc | Consumer Cyclical | 3.88 |
Oracle Corp | Technology | 3.72 |
Increase Decrease New since last portfolio | ||
JPM US Technology X (acc) USD |