True active management at low cost
Investors increasingly look to low cost passive UK equity strategies when it comes to choosing a fund to sit at the heart of their portfolios.
However, while index funds provide low cost exposure to the long-term growth of the UK stock market, they miss out on the chance to add significant long-term value through active stock selection.
Aim for incremental excess returns over time
Our innovative JPM UK Equity Core Fund’s low cost, low active risk approach aims to produce excess returns from the UK stock market by taking many small active stock positions, while reducing risk at the sector level.
In this way, the fund aims to reduce risk versus the FTSE All Share Index, while delivering small incremental excess returns that add up over time—all at a low cost.
Low costs
Innovative portfolio reduces sector risk and introduces risk at a stock level at a low cost.
Expert stock selection
Benefit from the stock-picking expertise of our experienced team of dedicated equity specialists.
Excess returns
Aim for incremental relative returns within an active, risk-controlled framework.