JPMorgan Funds - Global Natural Resources Fund A (acc) - EUR
Equity fund
1 year
USA
Largest region
High
Risk
Cost
Morningstar
No
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet søker å gi andelseierne langsiktig meravkastning gjennom investeringer i aksjer i selskaper i energisektoren over hele verden.
Investment horizon
- JPMorgan Funds - Global Natural Resources Fund A (acc) - EUR is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
05 Jun 2025
- Start date20 Dec 2004
- ISINLU0208853274
Risk
- High (5 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityNo
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Exxon Mobil Corp8.1%
- Rio Tinto PLC Ordinary Shares5.5%
- Wheaton Precious Metals Corp4.3%
- Shell PLC4.2%
- Agnico Eagle Mines Ltd4.0%
- BHP Group Ltd3.7%
- Southern Copper Corp3.0%
- TotalEnergies SE3.0%
- Kinross Gold Corp2.8%
- Williams Companies Inc2.5%