JPM US Select Equity Plus C Dis NAV GBP
JPM US Select Equity Plus C Dis NAV GBP
ISIN:
LU0822049119
Risk level:
FE fundinfo Rating:
4 of 5
IA Sector:
IA North America
Income type:
Income
Price:
414.1600GBP
01 August 2025
Last change:
icon-down-small -3.50%
1 year change:
icon-up-small 7.06%
5 year annualised return:
16.40%
12 month yield:
N/A%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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JPM US Select Equity Plus C Dis NAV GBP
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IA North America
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S&P 500
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To provide long-term capital growth, through exposure to US companies by direct investment in securities of such companies and through the use of financial derivative instruments.
Manager name:
JPMorgan Asset Mgmt (Europe) S.a r.l.
Manager start date:
19 December 2017
Investment style:
Growth
Region (geographical):
United States
Manager Biography:
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.
Benchmark:
S&P 500
Sector:
IA North America
FE fundinfo Rating:
4 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 8,436,346,331.80 GBP
Chart date: August 1, 2025
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.