JPM Natural Resources Fund B - Net Accumulation

Name
JPM Natural Resources Fund B - Net Accumulation
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B1YXDT10
Sector
Specialist
Launched
01/11/2007
OCF
1.15 %
Risk Rating
3
3 Year Sharpe
0.28
3 Year Alpha
-2.13
Yield
1.8 %
Benchmark
EMIX Global Mining & Energy NR GBP
The fund seeks to invest, primarily in the shares of, companies throughout the world engaged in the production and marketing of commodities. The Fund aims to provide capital growth over the long term.
Holding %
BHP Group PLC 9.18 %
Exxon Mobil Corp 6.52 %
Rio Tinto PLC 6.32 %
Royal Dutch Shell PLC B 5.01 %
Glencore PLC 4.43 %
Total SA 4.03 %
Newmont Goldcorp Corp 3.63 %
BP PLC 3.30 %
Chevron Corp 3.17 %
Lundin Petroleum AB 3.08 %
Region %
United Kingdom 25.97 %
Canada 23.73 %
United States 23.02 %
Europe - ex Euro 9.91 %
Eurozone 7.43 %
Sector %
Basic materials 54.33 %
Energy 42.75 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Chris Korpan
Joined 02/01/2017
Neil Gregson
Joined 01/31/2012

Neil Gregson, managing director, is a portfolio manager in the Global Equities Team based in London, and is a member of the team responsible for global natural resources mandates. Neil joined the team in September 2010 from CQS Asset Management where he was a Senior Portfolio Manager and Head of the Long-Only Business, with particular focus on the natural resources sector. Prior to J.P. Morgan, Neil was the head of Emerging Markets at Credit Suisse Asset Management where he managed gold and resource equity funds. Neil began his career holding various positions at mining and resource companies, including a role as a mining investment analyst at South African company Gold Fields. He is a qualified mining engineer and holds a BSc in Mining Engineering from Nottingham University.

Data provided by Morningstar.

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