JPM Diversified Growth Fund

Select share classes

There is only one type of share class for this fund.

JPMorgan Fund III ICVC - JPM Diversified Growth Fund C Shares Net Accumulation

Category GBP Flexible Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£3.909

arrow-up£0.014 (+0.36%)

Fund Code

SPMPA

B7XL365

GB00B7XL3656

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide long term capital growth by investing in a diversified mix of asset classes. As a result of its diversified portfolio the Fund is expected to have a lower level of volatility than equity markets as represented by the MSCI World Index. The Fund may invest either directly or via collective investment schemes, which may be managed by the Investment Adviser or any other member of JPMorgan Chase & co., in a broad range of assets including, but not limited to, global equities, fixed income (including high yield and emerging market debt), alternatives (including private equity and property) and cash and cash equivalents. The Fund may have exposure to Emerging Markets and smaller companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

JPMorgan Funds Limited

Fund launch date

19 Jul 2013

Domicile

United Kingdom

UCITS

Yes

Lead manager

Gareth Witcomb

Lead manager start date

28 May 2024

Lead fund manager biography

Gareth Witcomb, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. Gareth manages global balanced portfolios and works on our total return range of portfolios, where he specialises in providing fixed income insight. An employee since 1998, Gareth previously supervised the Cash Management Team, before joining the Multi-Asset Solutions team in 2005. Gareth obtained a B.A. in History and Politics from University College Wales.

Fund manager

Jonathan Cummings

Manager start date

09 Dec 2013

Fund manager biography

Jonathan Cummings, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. An employee since 2005, he focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol. He is a CFA charterholder.

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

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