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    1. JPM UK Equity Core Fund

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    JPM UK Equity Core Fund

    Refresh your core

     

    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.
     

    Find out more about the fund

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    A monthly snapshot of the fund’s performance and outlook from our investment desk.

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    Factsheet

    A monthly snapshot of the fund’s key data in PDF format, including performance, ratings and holdings.

    Access the factsheet

    This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Investment is subject to documentation, which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Conditions. These documents, together with the annual report, semi-annual report and instrument of incorporation are available free of charge from JPMorgan Asset Management (UK) Limited.


    This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP. 

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