JPM UK Equity Plus C Perf Net Inc

Fund

Fund Info

  • Yield History3.01%
  • 3 Year sharpe1.07
  • 3 Year alpha3.77
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.56%
  • SectorUK All Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00BW4Q9885

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).

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