JPM UK Equity Plus Fund S1 - Net Accumulation header image

JPM UK Equity Plus Fund S1 - Net Accumulation

Fund

ISIN GB00BYMFGF73 / Valor 41415051

NAV (2026-08-24)
GBP 2.28+0.80%

JPM UK Equity Plus Fund S1 - 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
0.79%GBP 2.31
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
0.80%GBP 3.02
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
0.81%GBP 1.63
JPM UK Equity Plus Fund C Net Accumulation
JPM UK Equity Plus Fund C Net Accumulation JPM UK Equity Plus Fund C Net Accumulation Valor: 29815010
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Annual Return

-50%0%+50%

Risk level

110
0.78%GBP 2.98
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
0.79%GBP 2.30