JPM UK Dynamic Fund C - Net Accumulation

Name
JPM UK Dynamic Fund C - Net Accumulation
Manager
JP Morgan Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B6X9BB33
Sector
UK All Companies
Launched
22/10/2012
OCF
0.75 %
Risk Rating
1
3 Year Sharpe
1.18
3 Year Alpha
3.34
Yield
1.2 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to maximise long-term capital growth by investing primarily in UK Equities. UK Equities are issued by companies that are incorporated under the laws of, and have their registered office in the UK, or that derive the predominant part of their economic activity from the UK, even if listed elsewhere. Smaller companies may be held on an ancillary basis. This Equity based Fund invests in those stocks which the Investment Adviser believes will outperform, irrespective of their Benchmark weighting. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed income securities, cash and cash equivalents may be held on an ancillary basis, as appropriate.
Holding %
Royal Dutch Shell PLC Class A 8.09 %
JPM Sterling Liquidity X (dist.) 5.48 %
BP PLC 4.80 %
Rio Tinto PLC 4.28 %
HSBC Holdings PLC 4.11 %
Lloyds Banking Group PLC 3.70 %
Legal & General Group PLC 3.06 %
Tesco PLC 2.92 %
Persimmon PLC 2.75 %
Ashtead Group PLC 2.72 %
Region %
United Kingdom 94.45 %
Sector %
Financial Services 24.95 %
Industrials 15.88 %
Consumer Cyclical 14.83 %
Energy 14.82 %
Basic materials 13.06 %
Consumer Defensive 7.20 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Blake Crawford
Joined 08/12/2013

Blake Crawford, Vice President, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. An employee since 2008, Blake previously worked at Man Investments. Prior to that, he worked as a financial regulatory accountant at Wachovia and before that, he worked in financial institutions support at Barclays Capital. Blake obtained a BSc in Economics from the University of Bath. Blake is a CFA charterholder.

John Baker
Joined 07/31/2007

John Baker has been employed by JPMIM or its affiliates (or one of their predecessors) since 1994, as an assistant on the UK retail funds desk, now integrated into the European Equity Group. John obtained a BA from University College Cork, Ireland. He is an Associate of the Institute of Investment Management & Research.

Jonathan Ingram
Joined 03/31/2007

Jon Ingram has been employed by JPMIM or its affiliates (or one of their predecessors) since 2000. Prior to this, he was a quantitative investment analyst in the currency group. He obtained an M.Eng(Hons) in Natural Sciences (Metallurgy) from Oxford University. He is a CFA charterholder.

Data provided by Morningstar.

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