JPM UK DYNAMIC FUND
Wake up tired portfolios
The JPM UK Dynamic Fund has the freedom to invest without benchmark constraints to unlock the full potential of the UK stock market.
- Managed by an expert investment team with long-term experience running unconstrained UK funds.
- Uses a proprietary, bottom-up investment approach that capitalises on market inefficiencies created by human behavioural biases.
- Bottom-up stock selection focused on the investment team’s most compelling ideas without benchmark constraints.
- Has outperformed its benchmark over one, three and five years.
Annual excess returns vs. FTSE all-share index (net) (%)
Square Mile’s Talking Factsheet
Talking Factsheets is a service for users of Square Mile’s Academy of Funds. They combine Square Mile’s independent, qualitative fund research with user-friendly video content, providing viewers with the opportunity to see and hear Square Mile’s fund analysts giving first-hand, expert perspectives on the funds. For more information, visit Square Mile’s website.
Source: Square Mile Academy of Funds January 2017. All data has been sourced independently by Square Mile. The content has been reproduced with permission from Square Mile and all opinions are their own. This video has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the viewer.
For Professional Clients only – not for Retail use or distribution.
This is a promotional page and as such the views contained herein are not to be taken as an advice or 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to current and future performance. 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 product(s), there can be no assurance that those objectives will be met.
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 Condition, copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.
Morningstar rating based on the C Net (Acc) GBP share class, as at July 2017.
Morningstar RatingsTM: © 2017 Morningstar. All rights reserved.
The Adviser Centre is a trading name of City Financial Investment Company Limited.
The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision. Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.