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JPM UK Equity Plus Class C - Income

Sell:130.40p Buy:130.40p Change: 0.60p (0.46%)
Prices as at 6 December 2019
Sell:130.40p
Buy:130.40p
Change: 0.60p (0.46%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 6 December 2019
Sell:130.40p
Buy:130.40p
Change: 0.60p (0.46%)
Prices as at 6 December 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

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

06/12/14 to 06/12/15 06/12/15 to 06/12/16 06/12/16 to 06/12/17 06/12/17 to 06/12/18 06/12/18 to 06/12/19
Annual return n/a 8.21% 16.70% -8.05% 21.36%

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 Name: Callum Abbot
Manager start date: 8 September 2015
Manager located in: London

Callum Abbot, Vice President, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, based in London.  Part of the UK Core portfolios sub-team, Callum has been an employee since September 2012 having ?joined the firm as a graduate trainee. His prior experience includes internships with HSBC, Cazenove Capital Management and RBS. Callum obtained a BA (Hons) in both Geography and Management at the University of Cambridge and is a CFA charterholder.?

Manager Name: Anthony Lynch
Manager start date: 29 September 2017
Manager located in: London

Anthony Lynch, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team and co-manages the Mercantile Investment Trust, the JPM UK Equity Plus Fund and the JPM UK Equity Core Fund, specialising in UK mid and small cap equities. Anthony joined in 2009 as an analyst having obtained a B.A. (Hons) in Economics from Durham University. Anthony is a CFA charterholder.

manager photo
Manager Name: James Illsley
Manager start date: 8 September 2015
Manager located in: London

James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. James manages UK core portfolios. An employee since 1999, James was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University. ?

Manager Name: Nicholas Horne
Manager start date: 8 September 2015
Manager located in: London

Nicholas Horne, managing director, is co-Chief Investment Officer for the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. Nicholas is also Head of Investment Research and has been a portfolio manager since 2006. Nicholas holds a BSM in Finance and International Relations from Tulane University, and an MSc in Politics of the World Economy from the London School of Economics. Nicholas 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 an ISA, Lifetime ISA, SIPP or Fund & Share Account