JPM UK Equity Growth Fund C - Net Accumulation

Name
JPM UK Equity Growth Fund C - Net Accumulation
Manager
JP Morgan Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B3FJQD79
Sector
UK All Companies
Launched
20/08/2012
OCF
0.75 %
Risk Rating
1
3 Year Sharpe
1.26
3 Year Alpha
3.62
Yield
0 %
Benchmark
FTSE AllSh TR GBP
The OMW JPM UK Equity Growth fund invests solely into the JPM UK Equity Growth fund, a sub-fund of the JPMorgan Fund ICVC, a UK authorised Open Ended Investment Company managed by JPMorgan Funds Limited. The aim of the underlying fund is to provide long-term capital growth through investment primarily in a growth style biased portfolio of UK companies. The underlying fund invests into a relatively small number of assets, or into individual countries or a specific market sector. Such concentrated portfolios give rise to more risk than where investments are spread across a larger number of assets, countries or market sectors. The underlying fund invests in bonds or money market instruments (including deposits with banks or other financial institutions). The yield and/or value of the fund will fluctuate as interest rates change. There is a possibility of default, reducing capital values.
Holding %
Royal Dutch Shell PLC B 9.90 %
GlaxoSmithKline PLC 3.55 %
JPM Sterling Liquidity X (dist.) 3.37 %
Diageo PLC 3.21 %
Rio Tinto PLC 2.82 %
BP PLC 2.55 %
BHP Billiton PLC 2.26 %
Prudential PLC 2.19 %
Glencore PLC 2.11 %
Experian PLC 1.47 %
Region %
United Kingdom 92.95 %
Sector %
Basic materials 16.36 %
Consumer Cyclical 16.18 %
Industrials 16.01 %
Energy 15.18 %
Financial Services 12.27 %
Technology 7.39 %
Consumer Defensive 7.16 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Kyle Williams
Joined 12/31/2016
Ben Stapley
Joined 05/01/2010

Ben Stapley, vice president, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group, based in London. An employee since 2002, he previously worked in the product development team within the investment trusts group for five years. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Data provided by Morningstar.

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