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JPMorgan UK Dynamic Fund Class C - Income (GBP)

Sell:168.80p Buy:168.80p Change: 0.70p (0.42%)
Prices as at 28 March 2024
Sell:168.80p
Buy:168.80p
Change: 0.70p (0.42%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 28 March 2024
Sell:168.80p
Buy:168.80p
Change: 0.70p (0.42%)
Prices as at 28 March 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

View our full research note on the JPMorgan UK Dynamic Fund »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

27/03/19 to 27/03/20 27/03/20 to 27/03/21 27/03/21 to 27/03/22 27/03/22 to 27/03/23 27/03/23 to 27/03/24
Annual return -26.81% 39.99% 11.62% -1.84% 16.62%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Blake Crawford
Manager start date: 12 August 2013
Manager located in: London

Blake Crawford, Executive Director, is a portfolio manager within the Unconstrained portfolios sub-team of the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. An employee since 2008, Blake previously worked at Man Investments and the Bank of England. Blake obtained a BSc in Economics from the University of Bath, is a holder of the Investment Management Certificate and is a CFA charterholder.

manager photo
Manager Name: John Baker
Manager start date: 31 March 2007
Manager located in: London

John Baker, managing director, is a portfolio manager within the Unconstrained portfolios sub-team of the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. An employee since 1994, John was previously an analyst on the UK Retail Funds desk. John obtained a B.A. in European Studies, French and Italian from University College Cork, Ireland and earned a Diploma in Business Studies from University College Galway, Ireland. He is an Associate of Institute of Investment Management & Research.

manager photo
Manager Name: Jonathan Ingram
Manager start date: 31 March 2007
Manager located in: London

Jon Ingram, Managing Director, is Head of the Unconstrained portfolios sub-team within the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. An employee since 2000, Jon has been a portfolio manager since 2005. Prior to being a portfolio manager, Jon was an analyst within the Unconstrained portfolios sub-team. Prior to this, he was a quantitative investment analyst in the Currency Group. He obtained an M.Eng in Metallurgy and Science of Materials from Oxford University, and is a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account