JPM Global Mining A Net Acc

 (MUTF_GB:JPM_GLOB_MINI_K4O40D)   Watch this mutual fund  
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Performance

Trailing returns

Best 3 month return+14.58%  
Worst 3 month return-26.81%  

Morningstar statistics

Morningstar category: Sector Equity Natural Resources
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.24M 
Front load4.25%  
Deferred load-  
Expense ratio-  
Management fee1.50%  
Fund familyJPMorgan Funds Limited 

Asset allocation

Cash4.20%  
Stocks95.28%  
Bonds0.00%  
Other0.52%  

Purchase information

Initial�1,000  
Additional�100  
0.28+0.01(2.26%)
May 7, 4:00PM GMT+1

Description

The objective is to provide long term capital growth by investing primarily in companies engaged in mining or mining related activities, including any associated secondary products, anywhere in the world.
Asset managers:
Plus Team (Started: Feb 1, 2011)
Neil Gregson (Started: Feb 1, 2011)
Advisor Company:
JPMorgan Asset Management (UK) Ltd.
JPMorgan Funds Limited

Risk

  1 year 3 years 5 years 10 years  
Alpha* -15.97     -     -     -
Beta* 1.61     -     -     -
Mean annual return -1.34     -     -     -
R-squared* 83.30     -     -     -
Standard deviation 33.66     -     -     -
Sharpe ratio -0.48     -     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Rio Tinto PLC (RTPPF) 9.80%  
BHP Billiton PLC (BLT) 7.78%  
Fortescue Metals Group Ltd (FMG) 4.44%  
Freeport-McMoRan Copper & Gold Class B (FCX) 4.26%  
First Quantum Minerals Ltd. (FM) 4.24%  
Teck Resources Ltd Class B (TCK) 3.94%  
Xstrata PLC (XTA) 3.63%  
Anglo American PLC (AAL) 2.93%  
Antofagasta PLC (ANTO) 2.60%  
Peabody Energy Corporation (BTU) 2.18%