| Shares Class | Inc. |
|---|---|
| Yield | 0.78 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for JPM US Select X Acc)
| Fund Size | 730,922,900.00 | Launch Date | 01/07/1995 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B2Q5DN67 | Min Topup (£) | 0.00 |
To invest in a portfolio of North American securities. The current policy is to invest for capital growth without any distribution target.
Steven Lee
Steven G. Lee, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. Before assuming this role in January 2014, Steven spent the prior ten years as an analyst on the JP Morgan Research Team, responsible for covering the autos, transportation and aerospace/defense sectors. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen & Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in mechanical engineering and applied mechanics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan.
Scott Davis
Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. Prior to joining J.P. Morgan, Scott was an analyst at Jennison Associates, First Union, and Schroder Wertheim. He holds a B.S. from Drexel University and an M.B.A. from Columbia Business School.
| Name | Weight |
|---|---|
| Banks | 6.00% |
| Basic Materials | 3.10% |
| Consumer Staples | 4.40% |
| Energy | 0.40% |
| Financial Services | 5.90% |
| Hardware | 14.20% |
| Health Care | 2.90% |
| Industrial Cyclicals | 7.90% |
| Insurance | 3.10% |
| Media | 14.10% |
| Money Market | 2.10% |
| Pharmaceuticals | 8.90% |
| Property Shares | 2.60% |
| Retail | 5.60% |
| Software | 8.60% |
| Telecommunications | 1.10% |
| Transport | 4.40% |
| Utilities | 4.70% |
| Name | Weight |
|---|---|
| MICROSOFT CORP | 6.40% |
| AMAZON.COM INC | 6.10% |
| ALPHABET INC | 5.00% |
| APPLE INC | 4.80% |
| MASTERCARD INC | 4.40% |
| EATON CORP PLC | 2.90% |
| NORFOLK SOUTHERN CORP | 2.80% |
| BIG BANKS & BROKERS | 2.60% |
| LEIDOS HLDGS INC | 2.60% |
| PROLOGIS INC | 2.60% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
