JPM America Equity Fund C Net Accumulation

Name
JPM America Equity Fund C Net Accumulation
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00BGSHGD95
Sector
North America
Launched
31/01/2014
OCF
0.8 %
Risk Rating
4
3 Year Sharpe
1.49
3 Year Alpha
3.77
Yield
0.3 %
Benchmark
S&P 500 (Net of 15% with tax)
The fund seeks to provide long term capital growth by investing primarily in a concentrated portfolio of Equity Securities of US companies.
Holding %
Microsoft Corp 6.72 %
Amazon.com Inc 4.83 %
UnitedHealth Group Inc 4.01 %
Alphabet Inc A 3.93 %
Mastercard Inc A 3.79 %
Capital One Financial Corp 3.57 %
Loews Corp 3.38 %
Kinder Morgan Inc/De Common Stock Usd 0.01 3.36 %
Federal Realty Investment Trust 3.21 %
AutoZone Inc 3.06 %
Region %
United States 97.50 %
Sector %
Technology 23.68 %
Financial Services 22.82 %
Consumer Cyclical 15.61 %
Healthcare 11.16 %
Real Estate 7.06 %
Industrials 5.95 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Timothy Parton
Joined 02/16/2017

Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon
Joined 01/31/2014

Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, Jonathan manages the JPMorgan Mid Cap Value Fund, the JPMorgan Value Advantage Fund, and the JPMF U.S. Value Fund. In addition, he is a co-portfolio manager of the JPMorgan Growth and Income Fund and the JPMorgan Equity Income Fund. Jonathan joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management o

Data provided by Morningstar.

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