JPM Global Unconstrained Eq C Net Acc (0P0000X0B2.L)
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JPM Global Unconstrained Eq C Net Acc
3 Lochside View
Management information
,Lead manager since 31 December 2023
Tim Woodhouse, executive director, is a portfolio manager in the International Equity Group , based in New York. An employee since 2008, he was previously a research analyst in the European Equity Research Team, in London, working in the TMT sector. Tim obtained a BSc (Hons) in Economics from the University of York. Tim is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyJPMorgan Funds Limited
Net assets524.93M
YTD return12.91%
Yield0.48%
Morningstar rating★★★★
Inception date6 May 2022
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover163.33%
Average for categoryN/A
Fees and expenses
Expense0P0000X0B2.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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