JPM UK Equity Income Fund B Net Acc header image

JPM UK Equity Income Fund B Net Acc

Fund

ISIN GB00BJ2KYS69 / Valor 47783599

NAV (2025-02-14)
GBP 0.74+0.32%

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.

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Source

https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpm-uk-equity-income-fund-b-net-income-gb00bj2kyt76

Tags:
income uk equities ftse all-share index

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