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JPM Natural Resources

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Our initial charge: 1.00% (76.47% off standard charge) See below

Quick Stats
Fund currencyGBX Change on day-0.66% Sector Specialist
Bid pricen/a YTD return92.98% Fund Size (£m) 1805.778256
Mid price788.7 Yield0.00% Fund typeOEIC
Offer pricen/a TypeGrowth Launch Date01-06-1965
Fund Objective
To provide a portfolio primarily of shares in companies throughout the world engaged in the production and marketing of commodities. The Fund aims to provide capital growth over the long term.
Fund Ratings
Interactive Investor Risk Rating Financial Express Crown Rating
Risk Level High Finex Crown Ratings n/a
Performance Against Sector
Total returns Fund +/- Sector +/-
1 year +158.42% +39.30%
3 year +40.34% +3.95%
5 year +145.70% +54.18%
12 Month Performance
High 798.40
Low 297.10
Fund Performance
Fund performance graph
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Manager Information
Name Start Date Biography
Stuart Connell 01-02-2009 Stuart Connell, vice president, is a global sector specialist in the Global Equities Team based in London, specialising in Natural Resources, within the materials sector. An employee since 2006, Stuart joined the company having previously worked at the Royal Bank of Canada as a mining analyst and Woodside Energy as a geologist. Stuart obtained a BSc in Geology and BComm (Hons) in Finance from the University of Melbourne.
Ian Henderson 03-10-2000 Ian Henderson is a portfolio manager in the Global Equities Team, based in London, and is responsible for specialist mandates. An employee since 1991, he was previously responsible for international portfolios and investments in resource companies. Prior to joining the company Ian spent nine years as director and chief investment officer at Wardley Investment Services International Limited. Prior to this Ian served five years as international portfolio manager involved in business development in London and New York for Morgan Grenfell & Co. Ian began his career spending five years as an accountant with Peat Marwick Mitchell & Co. Ian holds an MA, LLB Scots Law and Politics from Edinburgh University. ACA and FCA.
Current Market Information
Bid n/a
Mid 788.7
Offer n/a
Change -5.2 (-0.66%)
XD (ex-dividend)
Price Date 20-11-2009
Purchase Information
Min. Single Investment £20
Min Regular Savings £20
Ex-Dividend Date(s) 1 Feb
ISA Yes
Pep Yes
Charges
Standard (Fund Manager) Initial Charge 4.25%
Interactive Investor Initial Charge 1.00% (76.47% off standard charge)
Annual Management Charge (AMC) 1.5%
Total Expenses Ratio (TER) 1.67%
Fund codes
ISIN Code GB0031835118
MEX Code SPCOM

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Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.