JPM UK Equity Core Fund E - Net AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -10.6 | 20.9 | -9.6 | 19.3 | 0.5 |
![]() | +/-Cat | -0.8 | 1.5 | -0.5 | 1.3 | 1.5 |
![]() | +/-B’mrk | -1.1 | 1.7 | 0.2 | 0.9 | -0.3 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 24/05/2022 | GBP 4.27 | |
Day Change | 0.16% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B55QSH09 | |
Fund Size (Mil) 24/05/2022 | GBP 1758.50 | |
Share Class Size (Mil) 24/05/2022 | GBP 249.27 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2021 | 0.30% |
Investment Objective: JPM UK Equity Core Fund E - Net Accumulation |
To provide capital growth and outperform the FTSE™ All-Share Index (Net) over the long- term (5-10 years), after fees, by investing at least 80% of the Fund's assets in a portfolio of UK companies. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
James Illsley 01/07/2013 | ||
Anthony Lynch 29/09/2017 | ||
Click here to see others | ||
Inception Date 01/02/2011 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE All Share NR GBP | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPM UK Equity Core Fund E - Net Accumulation | 30/04/2022 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 6.75 |
![]() | ![]() | 6.57 |
![]() | ![]() | 4.46 |
![]() | ![]() | 3.89 |
![]() | ![]() | 3.75 |
![]() | ||
![]() ![]() ![]() | ||
JPM UK Equity Core Fund E - Net Accumulation |