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UK capabilities

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.



Investing in this diverse and liquid market with an active manager who is committed to the asset class can provide a strong foundation for your core UK equity portfolio - whether you’re looking for opportunities for long-term capital growth or income.

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.

UK Capabilities - A process that ranks companies on three criteria

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.
UK Capabilities - UK FTSE All-Share equity valuations

Source: (All charts) FTSE, IBES, Thomson Reuters Datastream, J.P. Morgan Asset Management. EPS is earnings per share. Expected earnings growth and delivered earnings growth are calculated using IBES consensus estimates for next 12 months’ EPS and last 12 months’ EPS, respectively. Year on year growth rates are calculated using year-end data. Past performance is not a reliable indicator of current and future results. Guide to the Markets - UK. Data as of 31 March 2019.

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.

Join the UK Edge  

This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they 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. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. 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. These documents, together with the annual report, semi-annual report and instrument of incorporation are available 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.

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