JPM UK Equity Plus Fund C Net Accumulation header image

JPM UK Equity Plus Fund C Net Accumulation

Fund

ISIN GB00BW4Q9B11 / Valor 29815010

NAV (2026-09-11)
GBP 2.95+0.58%

JPM UK Equity Plus Fund C Net Accumulation
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The JPM UK Equity Plus Fund aims for long-term growth by actively investing in a wide array of UK-based companies, including smaller firms. It uses a detailed stock selection process that combines in-depth research and quantitative analysis to choose attractive stocks to buy and less promising ones to short. The fund leverages both direct investments and derivatives to build a diversified portfolio, typically holding long positions worth about 130% of its assets and short positions around 30%, adjusting these as needed based on market conditions.

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Tags:
active management uk equities ftse all-share index

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OTHER SHARE CLASSES OF THIS FUND

JPM UK Equity Plus Fund C Perf Net Income
JPM UK Equity Plus Fund C Perf Net Income JPM UK Equity Plus Fund C Perf Net Income Valor: 29815008
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Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 2.28
JPM UK Equity Plus Fund S1 - Net Accumulation
JPM UK Equity Plus Fund S1 - Net Accumulation JPM UK Equity Plus Fund S1 - Net Accumulation Valor: 41415051
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%GBP 2.26
JPM UK Equity Plus Fund C Perf Net Accumulation
JPM UK Equity Plus Fund C Perf Net Accumulation JPM UK Equity Plus Fund C Perf Net Accumulation Valor: 29815005
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Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 2.99
JPM UK Equity Plus Fund S1 - Net Income
JPM UK Equity Plus Fund S1 - Net Income JPM UK Equity Plus Fund S1 - Net Income Valor: 45290387
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Annual Return

-50%0%+50%

Risk level

110
0.56%GBP 1.61
JPM UK Equity Plus Fund C Net Income
JPM UK Equity Plus Fund C Net Income JPM UK Equity Plus Fund C Net Income Valor: 29815009
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Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 2.27