JPM UK Equity Value C Net Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.85%
  • 3 Year sharpe-0.12
  • 3 Year alpha-2.94
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.75%
  • IA SectorUK All Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00B235SZ61

Investment Strategy

To provide capital growth over the long-term (5 – 10 years) through investment in a value style biased portfolio of UK companies. This Equity based fund invests in those stocks which the Investment Adviser believes to be undervalued (value stocks).

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