JPM UK Equity Plus C Net Inc

Fund

Fund Info

  • Yield History2.73%
  • 3 Year sharpe1.14
  • 3 Year alpha3.63
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • SectorUK All Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00BW4Q9992

Investment Strategy

The fund seeks to provide long-term capital growth through exposure to UK companies by direct investments in securities of such companies and through the use of Financial Derivative Instruments (derivatives).