JPM UK Equity Core E Quarterly Net Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.88%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.41%
  • IA SectorUK All Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00BF09LN16

Investment Strategy

The Fund aims to provide capital growth and outperform the FTSE™ All-Share Index (Net) over the long term by investing primarily in a portfolio of UK companies. The Fund is Benchmark aware and aims to moderately overweight the securities with the highest potential to outperform and moderately underweight the securities with the lowest potential to outperform within the Benchmark. As a result, at the sector level, weightings may be closely aligned to the Benchmark.

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