JPM UK Equity Growth Fund B - Net IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -5.3 | 19.0 | -13.1 | 11.2 | 11.7 |
![]() | +/-Cat | -0.3 | 2.7 | -1.4 | 3.2 | 5.2 |
![]() | +/-B’mrk | - | - | - | 3.6 | 4.4 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 19/07/2024 | GBP 1.83 | |
Day Change | -0.76% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B3FJQC62 | |
Fund Size (Mil) 19/07/2024 | GBP 169.92 | |
Share Class Size (Mil) 19/07/2024 | GBP 0.38 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 1.15% |
Investment Objective: JPM UK Equity Growth Fund B - 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 03/05/2019 |
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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 B - 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 B - Net Income |