UK expertise you can count on
The UK stock market is one of the most diverse globally, providing access to attractive companies with broad international exposure, as well as strong domestically-focused stocks.
Capitalising on these opportunities requires dedicated expertise. Our team of experienced UK equity investors selects attractive investments using a distinctive stock selection process that has been fine tuned for over three decades.
We aim to invest in UK companies that are attractively valued, have the highest quality management teams, and which can grow their profits over time.
The UK stock market is full of long-term opportunity
Our active stock research is designed to help investors capitalise fully on the UK stock market's growth and income potential:
- The UK stock market is cheap, with UK stock valuations currently as low as they have been at any time in the last 30 years.
- In a world where income is increasingly hard to come by, UK equities offer an attractive dividend yield relative to other equity markets.
- Recent market turbulence has exacerbated valuation discrepancies in the UK market, creating fertile conditions for active stock pickers to add value across sectors.
UK stocks are currently good value compared to history MSCI UK CAPE ratio x, multiple
Average: 16.1x
Source: IBES, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. Cyclically-adjusted P/E (CAPE) is price-to-earnings ratio adjusted using trailing 10-year average inflation-adjusted earnings. Past performance is not a reliable indicator of current and future results. Data as of 31 December 2021.
UK equity insights
UK equity solutions for every investor
Whether you’re looking for a fund to sit at the core of your portfolio, or want to add diversification via an unconstrained, active extension or small cap strategy, our UK equity OEICs and investment trusts provide a comprehensive range of ESG-integrated solutions— spanning the full risk-return spectrum.
Sustainable
JPM UK Sustainable
Equity Fund
Unconstrained
JPM UK
Dynamic Fund
JPMorgan Fund ICVC - JPM UK Equity Core Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Fund II ICVC - JPM UK Equity Plus Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Fund II ICVC - JPM UK Equity Income Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Claverhouse Investment Trust plc
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
- Where permitted, a Company may invest in other investment funds that utilise gearing (borrowing) which will exaggerate market movements both up and down.
- This Company may use derivatives for investment purposes or for efficient portfolio management.
- External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds and income could decline at the same time, or fluctuate in response to the performance of individual companies and general market conditions.
- This Company may utilise gearing (borrowing) which will exaggerate market movements both up and down.
- This Company may also invest in smaller companies which may increase its risk profile.
- The share price may trade at a discount to the Net Asset Value of the Company.
- The single market in which the Company primarily invests, in this case the UK, may be subject to particular political and economic risks and, as a result, the Company may be more volatile than more broadly diversified companies.
JPMorgan Fund ICVC - JPM UK Sustainable Equity Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
Best-in-Class
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Fund ICVC - JPM UK Equity Growth Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Fund ICVC - JPM UK Equity Value Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Fund ICVC - JPM UK Dynamic Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan Fund II ICVC - JPM UK Smaller Companies Fund
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
The table below explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions for a full description of each risk.
JPMorgan UK Smaller Companies Investment Trust plc
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
- External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds and income could decline at the same time, or fluctuate in response to the performance of individual companies and general market conditions.
- This Company may utilise gearing (borrowing) which will exaggerate market movements both up and down.
- This Company invests in smaller companies which may increase its risk profile.
- The share price may trade at a discount to the Net Asset Value of the Company.
- The single market in which the Company primarily invests, in this case the UK, may be subject to particular political and economic risks and, as a result, the Company may be more volatile than more broadly diversified Company's.
- Companies listed on AIM tend to be smaller and early stage companies and may carry greater risks than an investment in a Company with a full listing on the London Stock Exchange.
JPMorgan Mid Cap Investment Trust plc
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
- External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds and income could decline at the same time, or fluctuate in response to the performance of individual companies and general market conditions.
- This Company may utilise gearing (borrowing) which will exaggerate market movements both up and down.
- This Company may also invests in smaller companies which may increase its risk profile.
- The share price may trade at a discount to the Net Asset Value of the Company.
- The single market in which the Company primarily invests, in this case the UK, may be subject to particular political and economic risks and, as a result, the Company may be more volatile than more broadly diversified Companies.
- Companies listed on AIM tend to be smaller and early stage companies and may carry greater risks than an investment in a company with a full listing on the London Stock Exchange.
The Mercantile Investment Trust plc - Ordinary Shares
The above rating is based on the historic volatility of the Net Asset Value of the Share Class over the last five years and may not be a reliable indication of the future risk profile of the Share Class.
The risk and reward category shown above is not guaranteed to remain unchanged and may change over time. A Share Class with the lowest risk rating does not mean a risk-free investment.
Why is this Share Class in this category? This Share Class is classified in category 6 because its Net Asset Value has shown high fluctuations historically.
ESG Integrated
This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.
Key risks
- External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds and income could decline at the same time, or fluctuate in response to the performance of individual companies and general market conditions.
- This Company may utilise gearing (borrowing) which will exaggerate market movements both up and down.
- This Company may also invest in smaller companies which may increase its risk profile.
- The share price may trade at a discount to the Net Asset Value of the Company.
- The single market in which the Company primarily invests, in this case the UK, may be subject to particular political and economic risks and, as a result, the Company may be more volatile than more broadly diversified companies.
- Companies listed on AIM tend to be smaller and early stage companies and may carry greater risks than an investment in a Company with a full listingon the London Stock Exchange.
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