JPM UK Equity Plus Fund C - Net Accumulation - J.P. Morgan Asset Management
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JPM UK EQUITY PLUS FUND

Expanding the UK opportunity set

The JPM UK Equity Plus Fund can take both long and short positions in the UK stock market to enhance alpha opportunities without increasing net market exposure.

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key points

Expertise
  • Benefits from a management team with 16 years’ experience running long-short strategies, supported by a 40-strong investment team.
Portfolio
  • Uses a proprietary, bottom-up investment approach that capitalises on market inefficiencies created by human behavioural biases.
  • Takes short positions in the worst stocks that we believe will fall in value and additional long positions in the best stocks that we think will rise the most.
Success
  • Managed by the global leader in active extension strategies (in terms of AUM as of 31 December 2017), the fund has produced top quartile returns over one year.
ANNUAL RETURNS TO OUR STOCK RANKINGS BY QUINTILE SINCE 1995 (%)

Source: FactSet, J.P. Morgan Asset Management. Data from 01.01.1995 to 30.06.2018. Stocks are split into quintiles, where quintile 1 represents the stocks that we have ranked as being the most attractively valued. Quintile performance results have certain inherent limitations. Unlike an actual performance record, quintile results do not represent actual trading, liquidity constraints, fee schedules and transaction costs. This chart is to illustrate our investment process.

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

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Elevator Pitch: Callum Abbot

Filmed for The UK Edge, Callum Abbot 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.