UK capabilities - J.P. Morgan Asset Management

UK capabilities

Benefit from our surprisingly strong UK heritage

Our UK equity funds tap into more than 130 years of UK investment expertise, powered by an investment process that has been tried and tested in the UK stock market. Whatever your UK equity needs, we can offer a distinctive and refreshing solution. 

The best of British

Our broad range of UK equity solutions taps into the extensive knowledge of the UK market and deep understanding of UK investors’ needs that we’ve developed since the launch of our first UK investment fund back in 1884. Since then, our UK equity range has evolved to cover the entire risk-return spectrum.

Investing in this diverse and liquid market with an active manager who is committed to the asset class can provide a strong foundation for your core UK equity portfolio - whether you’re looking for opportunities for long-term capital growth or income.

A long commitment to the UK market

J.P. Morgan Asset Management’s long history in the UK market stands out from the crowd.

The roots of modern day J.P. Morgan can be traced back to George Peabody & Co, a 19th-century British merchant bank. Robert Fleming, another British merchant bank, merged with J.P. Morgan in 2000 in a deal that also brought one of Britain’s first unit trust providers, Save & Prosper, into the J.P. Morgan family.

Our oldest UK Investment Trust - The Mercantile Investment Trust plc - was launched back in 1884.

Over the last 130 years and more, we’ve invested through the ups and downs of the UK stock market, launching our flagship JPMorgan Claverhouse Investment Trust in 1963 and introducing our distinctive UK equity investment process across our fund range in 1993.

UK expertise you can count on

When you invest in a J.P. Morgan Asset Management UK equity product, your money is managed by a dedicated 33-strong team of experienced investment professionals (as at 31 May 2020), using a distinctive UK stock selection process that we’ve fine-tuned over the past three decades.

Our investment approach seeks to identify stocks with certain value, quality and growth characteristics, which we believe will perform well over the long term due to persistent and identifiable behavioural biases in the market.

UK Capabilities - A process that ranks companies on three criteria

Put UK equities at the core of your portfolio

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. We aim to invest in the best companies, with the highest-quality management teams and which can sustainably grow their earnings.

UK equities aren’t the UK economy

  • UK equities look cheap when compared to their history and there opportunities across sectors.
  • In a world where income is increasingly hard to come by, UK equities also offer a very attractive dividend yield relative to other equity markets.
  • Despite recent headwinds, the UK equity market has proven to be resilient with fertile opportunities for stock pickers to add value.
UK Capabilities - UK FTSE All-Share equity valuations

Source: (Left) FTSE, IBES, Refinitiv Datastream, J.P. Morgan Asset Management. P/E ratio calculated using IBES earnings estimates for next 12 months for the FTSE All-Share. (Right) IBES, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. Index used is MSCI UK, due to data availability and index classification. Past performance is not a reliable indicator of current and future results. Guide to the Markets - UK. Data as of 31 March 2020.

UK investment opportunities for a decisive decade

From Brexit to 2030 via geopolitics and climate change, the 2020s are shaping up to be eventful for the UK economy. Join Citywire and J.P. Morgan Asset Management to make sense of what might happen.

Visit The UK Edge  


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