JPMorgan Funds - Europe Dynamic Fund A (dist) - EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.6 | 17.8 | -5.4 | 10.3 | 8.9 | |
+/-Cat | 1.3 | 2.5 | 2.9 | -1.3 | 4.1 | |
+/-B’mrk | 3.1 | 0.2 | -0.8 | -2.9 | 3.6 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 03/05/2024 | EUR 27.04 | |
Day Change | 0.50% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0119062650 | |
Fund Size (Mil) 03/05/2024 | EUR 600.26 | |
Share Class Size (Mil) 03/05/2024 | EUR 42.60 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 1.78% |
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 A (dist) - 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 | ||
John Baker 01/02/2005 | ||
Click here to see others | ||
Inception Date 08/12/2000 |
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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 A (dist) - EUR | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 5.52 |
Shell PLC | Energy | 3.68 |
UniCredit SpA | Financial Services | 2.90 |
TotalEnergies SE | Energy | 2.74 |
Air Liquide SA | Basic Materials | 2.63 |
Increase Decrease New since last portfolio | ||
JPMorgan Funds - Europe Dynamic Fund A (dist) - EUR |