JPM UK Equity Growth Fund C - Net IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -5.0 | 19.3 | -12.9 | 11.4 | 11.8 |
![]() | +/-Cat | 0.0 | 3.0 | -1.2 | 3.4 | 5.3 |
![]() | +/-B’mrk | - | - | - | 3.8 | 4.6 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 19/07/2024 | GBP 2.13 | |
Day Change | -0.79% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B3FJQH18 | |
Fund Size (Mil) 19/07/2024 | GBP 169.92 | |
Share Class Size (Mil) 19/07/2024 | GBP 3.88 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.90% |
Investment Objective: JPM UK Equity Growth Fund C - Net Income |
To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund's assets in a growth style biased portfolio of UK companies. At least 80% of assets invested in a growth style biased portfolio of equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ben Stapley 01/05/2010 | ||
Guy Anderson 31/05/2021 | ||
Click here to see others | ||
Inception Date 20/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE All Share NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM UK Equity Growth Fund C - Net Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.02 |
![]() | ![]() | 6.34 |
![]() | ![]() | 4.18 |
![]() | ![]() | 3.88 |
![]() | ![]() | 3.54 |
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JPM UK Equity Growth Fund C - Net Income |