JPM UK Equity Core Fund E Quarterly - Net Income
|HSBC Holdings PLC||4.98 %|
|Royal Dutch Shell PLC Class A||4.39 %|
|AstraZeneca PLC||4.15 %|
|BP PLC||4.00 %|
|GlaxoSmithKline PLC||3.98 %|
|Royal Dutch Shell PLC B||3.55 %|
|JPM UK Smaller Companies I Acc||3.52 %|
|Diageo PLC||3.28 %|
|JPM GBP Liquidity LVNAV X (dist.)||2.91 %|
|British American Tobacco PLC||2.81 %|
|United Kingdom||94.36 %|
|Financial Services||18.00 %|
|Consumer Defensive||13.62 %|
|Consumer Cyclical||9.61 %|
|Basic materials||9.23 %|
|Communication Services||8.31 %|
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, 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, 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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