JPM UK Dynamic Fund C - Net Income - J.P. Morgan Asset Management
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JPM UK DYNAMIC FUND

Wake up tired portfolios

The JPM UK Dynamic Fund provides exposure to the growth potential of the UK stock market through an unconstrained and highly agile portfolio that benefits from a disciplined approach to risk and has the ability to respond to changing market conditions.

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Monthly shareclass factsheet >  
Monthly commentary >  
Quarterly fund story >  

Key Points

Expertise
  • Managed by an expert investment team with long-term experience running unconstrained UK
Portfolio
  • 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.
Success
  • Has outperformed its benchmark over one, three and five years.
ANNUAL EXCESS RETURNS VS. FTSE ALL-SHARE INDEX (NET) (%)

Source: J.P. Morgan Asset Management; data as of 31.12.2017. Fund performance is shown based on the NAV of the sub-fund net of A Net (acc) share class fees, income reinvested. Excess return is calculated geometrically. All data expressed in GBP and include net reinvested dividends. Share class inception date is 01.10.2000.

Past performance is not a reliable indicator of current and future results.

Read full fund story


Elevator Pitch: John Baker

Filmed for The UK Edge, John Baker provides the key facts about his fund.

The UK Edge is an online community for financial professionals to help navigate the crowded UK investment market.

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Performance

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Fees

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Portfolio

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Management

Fund Managers

For more information about this fund, please refer to the product information below.

Documents

Important information

For Professional Clients only – not for Retail use or distribution

This is a marketing communication and as such the views contained herein are not 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.

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 (UK) Limited. This communication is issued 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.

*FE Crown rating, Rayner Spencer Mills rating, Square Mile Research rating and The Adviser Centre rating as at 01 October 2018.