JPM UK Equity Plus Fund

Select share classes

JPM UK Equity Plus Fund C Net Income

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.638

arrow-up£0.007 (+0.43%)

Fund Code

SPKPI

BW4Q999

GB00BW4Q9992

Prices updated as at 03 May 2024
|
Prices in GBP
Investment objective
To provide capital growth over the long-term (5-10 years) through exposure to UK companies by direct investments in securities of such companies and through the use of derivatives. At least 80% of assets invested, either directly or through derivatives, in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. Small capitalisation companies may also be held. The Fund will normally hold long positions of approximately 130% of its net assets and short positions of approximately 30% of its net assets but may vary from these targets depending on market conditions.
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 charges

Product charges
0.98
0.62
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 01 Jan 2024pdf
Annual Short Report 11 Aug 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.