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JPM UK Equity Plus C Perf Net Acc fund price, performance, charts and research

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This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

JPMorgan

Domicile

United Kingdom

ISIN

GB00BW4Q9778

Benchmark

FTSE All Share NR GBP

Legal Structure

Open Ended Investment Company

Investment Strategy

The fund seeks to provide capital growth over the long-term (5-10 years) through exposure to UK companies by direct investments in securities of such companies and through the use of derivatives. At least 80% of assets invested, either directly or through derivatives, in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. Small capitalisation companies may also be held. The Fund will normally hold long positions of approximately 130% of its net assets and short positions of approximately 30% of its net assets but may vary from these targets depending on market conditions.

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