JPM UK Equity Core Fund E Quarterly - Net Income

JPM UK Equity Core Fund E Quarterly - Net Income
JPMorgan Funds Limited
Open Ended Investment Company
UK All Companies
0.36 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4 %
The Fund aims to provide capital growth and outperform the FTSE™ All-Share Index (Net) over the long term by investing primarily in a portfolio of UK companies.
Holding %
AstraZeneca PLC 6.02 %
GlaxoSmithKline PLC 4.21 %
British American Tobacco PLC 3.96 %
HSBC Holdings PLC 3.52 %
JPM UK Smaller Companies I Acc 3.29 %
BP PLC 3.06 %
Diageo PLC 3.03 %
Rio Tinto PLC 2.67 %
Royal Dutch Shell PLC Class A 2.64 %
JPM GBP Liquidity LVNAV X (dist.) 2.42 %
Region %
United Kingdom 92.30 %
Sector %
Consumer Defensive 16.92 %
Financial Services 15.74 %
Healthcare 12.11 %
Industrials 10.76 %
Basic materials 10.13 %
Consumer Cyclical 9.18 %
Energy 9.11 %
Communication Services 6.89 %
JPMorgan Funds Limited
EC4Y 0JP, London, United Kingdom
Legal Structure
Open Ended Investment Company


Callum Abbot
Joined 09/29/2017
Anthony Lynch
Joined 09/29/2017

Anthony Lynch, vice president,is a portfolio manager within the J.P. Morgan Asset Management European Equity Group and co-manages The Mercantile Investment Trust, specialising in smaller and mid-sized UK equities. Anthony joined in 2009, initially as an analyst, and now co-manages the Investment Trust. Prior to this he obtained a B.A. (Hons) in Economics from Durham University. He is a CFA charterholder.

James Illsley
Joined 07/01/2013

James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group. He manages retail, institutional and charity 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.

Christopher Llewelyn
Joined 02/01/2011

Christopher Llewelyn, executive director, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. An employee since 1985, Chris was previously head of the statistics group. Prior to this, he was responsible for the management of index funds and performance analysis in the quantitative portfolios group. Before this, Chris was head of the investment information department at Save and Prosper. Chris obtained an H.N.D. in Business Studies from London Guildhall University.

Data provided by Morningstar.

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