JPM UK Dynamic Fund C - Net AccumulationRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 21.0 | -2.2 | 9.9 | 14.5 | 5.1 |
![]() | +/-Cat | 4.7 | 9.5 | 1.9 | 6.6 | 0.8 |
![]() | +/-B’mrk | - | - | 2.3 | 4.6 | -0.6 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 07/02/2025 | GBP 3.01 | |
Day Change | -0.30% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B6X9BB33 | |
Fund Size (Mil) 07/02/2025 | GBP 250.09 | |
Share Class Size (Mil) 07/02/2025 | GBP 77.80 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.84% |
Investment Objective: JPM UK Dynamic Fund C - Net Accumulation |
To maximise capital growth over the long-term (5-10 years) by investing at least 80% of the Fund's assets in UK equities. 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. The Fund may invest in small capitalisation companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Ingram 31/03/2007 | ||
Blake Crawford 12/08/2013 | ||
Click here to see others | ||
Inception Date 22/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE All Share NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM UK Dynamic Fund C - Net Accumulation | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.56 |
![]() | ![]() | 7.28 |
![]() | ![]() | 4.86 |
![]() | ![]() | 4.52 |
![]() | ![]() | 4.41 |
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JPM UK Dynamic Fund C - Net Accumulation |