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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active managementuk equitiesftse 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
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
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
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
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