JP Morgan Global Consumer Trends Class A Fund
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £453.90 |
|---|
| Normal Standard Initial Charge | 4.25% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.50% |
| Total Expense Ratio* | 1.68% |
| Fund Unit Type | Acc & Inc |
| Dividend Payment Dates | May |
JPM Global Consumer Trends Fund aims to profit from long term changes in the consumer landscape. Highly experienced fund manager, Peter Kirkman, looks for opportunities in consumption driven by aspiration, demographics & urbanisation and health & wellness.
IMA Sector: Global
(N.B. This fund has recently been reclassified from IMA Sector: Specialist to Global, however the Cofunds KFD within our ISA and Investment guide is still showing the old sector.)
J.P. Morgan Asset Management has won the Incisive Media Gold Standard Award for the eighth successive year (2003 - 2010).
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.