JPM UK Equity Core Fund E - Net Accumulation - J.P. Morgan Asset Management
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JPM UK EQUITY CORE FUND

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The UK Equity Core Fund aims to produce consistent returns from the UK stock market over time, while rigorously controlling risk through its benchmark-aware approach.

Morningstar 4 star

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key Points

Expertise
  • Benefits from the stock-picking expertise of our experienced 49-strong European investment team.
Portfolio
  • Disciplined, benchmark-aware approach results in low-risk, low-cost access to the long-term growth potential of the UK stock market.
Success
  • Has outperformed the benchmark for 58 consecutive months on a rolling three-year basis.
3 year (annualised) rolling excess returns versus FTSE all-share net since inception (%)

Source: J.P. Morgan Asset Management, as at 31.03.2017. Fund performance is shown based on the NAV of share class E net (inc) in GBP with income (gross of tax) reinvested. Excess returns calculated geometrically. Although the inception date of the share class is 31.03.2009, the benchmark was changed from FTSE 350 Index (net) to FTSE All-Share Index (net) on 01.02.2011. Past performance is not a reliable indicator of current and future performance.

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Disclaimer

FE Crown rating as at 01 May 2017.

Morningstar rating based on the E Net (Acc) GBP share class, as at May 2017.

FE Crown Fund Ratings © 2017 FE. All rights reserved.

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.
FX Adjusted returns have been calculated by J.P. Morgan Asset Management. Blended benchmarks have been calculated by J.P. Morgan Asset Management. Sector Average-Copyright © 2017 Morningstar, Inc. All Rights Reserved.
Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2017. "FTSE®" is a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
All performance returns are calculated using the quoted price of shares with gross income reinvested. Quoted price can swing between the NAV, Bid price and Offer price depending on the cash flow movements of the fund.