Capturing opportunity in the UK Stock market
Access attractive international as well as domestic-focused opportunities in one of the most diverse markets globally, backed by the expertise of a dedicated UK equity investment team.
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1. Sector diversification
The UK market has a unique sector composition compared to other markets
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2. Compelling returns to shareholders
UK companies are returning cash to shareholders through dividend and buyback yield
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3. Attractive valuations
The UK equity market presents a compelling valuation opportunity
For investors looking beyond mega-cap AI leaders, the UK’s sector mix (financials, energy, industrials) broadens stock-picking opportunities and helps diversify concentration risk.
The UK’s stronger earnings outlook isn’t fully reflected in valuations, while its 5% shareholder yield (dividends plus buybacks) remains well ahead of developed-market peers.
UK equities trade at a meaningful discount to other developed markets, particularly further down the market-cap spectrum, where pricing can be less efficient.
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 solutions, spanning the full risk-return spectrum.
Insights
Frequently asked questions
The UK market offers exposure to many globally competitive businesses across a diverse range of sectors. Despite the quality and international reach of many UK-listed companies, the market has often traded at a valuation discount to other developed markets, creating opportunities for active investors to identify attractive investments.
As a global asset manager with a long-established presence in the UK market, we pair international scale with a dedicated, locally-focused UK equity investment team. Our commitment to UK equities has been longstanding, providing access to considerable UK stock market experience, the expertise of specialist UK equity portfolio managers and stock analysts, all backed by the broader resources of J.P. Morgan’s International Equity Group.
Our UK equity expertise benefits from both proximity to the market and the backing of a global firm, as well as the significant experience earned from a 30-year track record of identifying winners and avoiding losers through market cycles. With a range of UK equity funds investing across the market-cap spectrum, and also offering core, higher alpha and active extension options, we have the UK stock market covered.
Our approach combines the breadth and discipline of quantitative analysis with the insight and conviction of fundamental research. This helps us efficiently screen a large universe of stocks while maintaining deep understanding of the companies we invest in.
Risk management is embedded throughout our investment process. We focus on diversification, position sizing, portfolio construction, and ongoing monitoring to ensure that risks are understood and appropriately managed while pursuing investment objectives.
Yes. We focus on businesses that we believe can create sustainable value over time. While market volatility can create short-term opportunities, our investment decisions are driven by long-term fundamentals and company prospects.
Contact us for more information on our fund range, or to speak to your local Client Adviser.