JPM UK Equity Income Fund B Net Acc
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General Objective
The fund aims to generate a yield, after fees, over a 3 year rolling period, in excess of the FTSE™ All-Share Index and to provide capital growth over the long-term (5-10 years).
Fund Exposure
At least 80% of assets are invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. The fund may invest in small capitalization companies and may have significant positions in specific sectors from time to time.
Risks
The fund is actively managed and its holdings in securities are not constrained by the benchmark. This may lead to higher volatility and potential losses compared to passively managed funds. Additionally, the fund's exposure to specific sectors and small capitalization companies may increase risk and potential for losses. Investors should carefully consider these risks before investing in the fund.