The JP Morgan Natural Resources Fund

The JP Morgan Natural Resources Fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in the shares of companies throughout the world engaged in the production and marketing of commodities.

Th underlying fund launch date: June 1965. Underlying Fund Size (30/06/2021) £671.2m

Top Ten holdings:-

RIO TINTO 6.3% of the fund
CHEVRON 5.2% of the fund
FREEPORT-MCMORAN 5.1% of the fund
BHP 4.8% of the fund
TOTALENERGIES 4.5% of the fund
ROYAL DUTCH SHELL 4.1% of the fund
ANGLO AMERICAN 3.9% of the fund
NEWMONT 3.7% of the fund
HESS 3.4% of the fund
EXXON MOBIL 3.0% of the fund

Assets in top holdings 44% of the fund

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