JPM US Growth X (acc) USD |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 43.8 | 29.1 | -20.8 | 32.3 | 15.7 | |
+/-Cat | 19.6 | -0.9 | 5.0 | 2.6 | 6.0 | |
+/-Idx | 18.9 | -6.7 | 6.6 | -2.8 | 5.3 | |
Category: US Large-Cap Growth Equity | ||||||
Benchmarks: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 03/05/2024 | USD 90.74 | |
Day Change | 1.86% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU0143839131 | |
Fund Size (Mil) 03/05/2024 | USD 3391.23 | |
Share Class Size (Mil) 03/05/2024 | USD 38.41 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.15% |
Investment Objective: JPM US Growth X (acc) USD |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Giri Devulapally 20/12/2010 | ||
Joseph Wilson 17/02/2017 | ||
Inception Date 22/09/2005 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM US Growth X (acc) USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.59 |
NVIDIA Corp | Technology | 7.87 |
Amazon.com Inc | Consumer Cyclical | 7.11 |
Meta Platforms Inc Class A | Communication Services | 6.14 |
Eli Lilly and Co | Healthcare | 5.40 |
Increase Decrease New since last portfolio | ||
JPM US Growth X (acc) USD |