JPM UK Equity Value Fund B - Net Accumulation
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General Objective
The fund aims to provide capital growth over the long-term (5-10 years) through investment in a value style biased portfolio of UK companies.
Fund Exposure
The fund's main investment exposure includes at least 80% of assets invested in a value style biased portfolio of equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. It may also have exposure to small capitalization companies, cash, and near cash on an ancillary basis.
Risks
Some of the risks associated with this fund include market risk, currency risk, and potential risks associated with investing in small capitalization companies. Additionally, the fund may use derivatives for efficient portfolio management and hedging, which also carry their own set of risks.