JPM UK EQUITY CORE FUND
Refresh your core
Our innovative UK Equity Core Fund’s low cost, low active risk approach aims to produce consistent returns from the UK stock market by taking many small active stock positions, while reducing risk at the sector level.
- Benefits from the stock-picking expertise of our experienced 40-strong European investment team.
- Uses a proprietary, bottom-up investment approach that capitalises on market inefficiencies created by human behavioural biases.
- Innovative portfolio reduces sector risk and introduces risk at a stock level at a low cost.
- 76 consecutive months of three-year outperformance, based on annualised three-year rolling periods, net of fees.
3 YEAR (ANNUALISED) ROLLING EXCESS RETURNS VERSUS FTSE ALL-SHARE NET SINCE INCEPTION (%)
Elevator Pitch: James Illsley
Filmed for The UK Edge, James Illsley 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.
- JPM UK Equity Core Fund E - Net Accumulation - KIID
- JPMorgan Fund ICVC - Prospectus
- Application Form
- Investment Account application Form
- Supplementary Information Document
- JPMorgan Fund ICVC - Interim Report & Accounts
- JPMorgan Fund ICVC - Annual Report & Accounts
- JPM UK Equity Core Fund - Interim Report Short Form
- Pre-sale Cost & Charges
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.
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.
Morningstar rating based on the E Net (Acc) GBP share class, as at 01 October 2018.
FE Crown Fund Ratings © 2018 FE. All rights reserved.