Benefit from our surprisingly strong UK heritage
Our UK equity funds tap into more than 130 years of UK investment expertise, powered by an investment process that has been tried and tested in the UK stock market. Whatever your UK equity needs, we can offer a distinctive and refreshing solution.
The best of British
Our broad range of UK equity solutions taps into the extensive knowledge of the UK market and deep understanding of UK investors’ needs that we’ve developed since the launch of our first UK investment fund back in 1884. Since then, our UK equity range has evolved to cover the entire risk-return spectrum.
A long commitment to the UK market
J.P. Morgan Asset Management’s long history in the UK market stands out from the crowd.
The roots of modern day J.P. Morgan can be traced back to George Peabody & Co, a 19th-century British merchant bank. Robert Fleming, another British merchant bank, merged with J.P. Morgan in 2000 in a deal that also brought one of Britain’s first unit trust providers, Save & Prosper, into the J.P. Morgan family.
Our oldest UK Investment Trust - The Mercantile Investment Trust plc - was launched back in 1884, while our oldest open-ended fund investing in the UK stock market - JPM UK Higher Income Fund - was launched in 1959.
Over the last 130 years and more, we’ve invested through the ups and downs of the UK stock market, launching our flagship JPMorgan Claverhouse Investment Trust in 1963 and introducing our distinctive UK equity investment process across our fund range in 1993.
UK expertise you can count on
When you invest in a J.P. Morgan Asset Management UK equity product, your money is managed by a dedicated 32-strong team of experienced investment professionals (as at 31 May 2019), using a distinctive UK stock selection process that we’ve fine-tuned over the past three decades.
Our investment approach seeks to identify stocks with certain value, quality and growth characteristics, which we believe will perform well over the long term due to persistent and identifiable behavioural biases in the market.
Put UK equities at the core of your portfolio
The UK stock market is one of the most diverse globally, providing access to attractive companies with broad international exposure as well as strong domestically-focused stocks. We aim to invest in the best companies, with the highest-quality management teams and which can sustainably grow their earnings.
UK equities aren’t the UK economy
- UK-listed international exporters benefit from the fall in sterling.
- In a world where income is increasingly hard to come by, UK equities offer a very attractive dividend yield relative to other equity markets.
- Earnings expectations for UK-listed companies collapsed over the last five years, driven mainly by the fall in commodity prices. Earnings expectations are now rebounding, helped by a rise in commodity prices.
FEATURED UK FUNDS
Get a clear heading on the UK investment landscape
Featuring exclusive content from Money Marketing and our fund managers here at J.P. Morgan Asset Management, The UK Edge brings professionals together to engage, debate and share opinions to help you navigate the crowded UK investment landscape.