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


star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£3.902

arrow-up£0.017 (+0.44%)

Fund Code

SPMPA

B7XL365

GB00B7XL3656

Prices updated as at 19 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’s assets are invested, either directly or through other funds, in a broad range of asset classes, such as equities (including small capitalisation companies), f ixed income, real estate, commodities, private equity and cash and near cash. These investments may be from anywhere in the world, including emerging markets, and some of the fixed income investments may be below investment grade. The Fund may invest in funds managed by the Investment Manager or any other entities of JPMorgan Chase & Co.

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
Got a question?
Get in touch
we're here to help:
+44 1268 44 44 70
Mon-Fri 8am to 6pm


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.