JPM Diversified Growth Fund

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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
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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
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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.

Annual performance (%)

YearThis fundGBP Flexible Allocation
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 18--
30 Sep 18 - 30 Sep 193.541.90
30 Sep 19 - 30 Sep 20-1.36-0.54
30 Sep 20 - 30 Sep 2119.6213.66
30 Sep 21 - 30 Sep 22-12.29-11.44
30 Sep 22 - 30 Sep 232.702.40
30 Sep 23 - 30 Sep 2417.7512.53
30 Sep 24 - 30 Sep 256.197.06

Trailing returns (%)

YearThis fundGBP Flexible Allocation
1 Day0.180.08
1 Month0.13-0.32
3 Months3.182.93
6 Months7.756.76
1 Year6.457.83
3 Years annualised8.266.90
5 Years annualised5.073.61
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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