JPM UK Equity Plus Fund C Net Accumulation

Category UK Large-Cap Equity

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

Last buy/sell price

£2.635

arrow-up£0.017 (+0.65%)

Fund Code

SPKPA

BW4Q9B1

GB00BW4Q9B11

Prices updated as at 12 Dec 2025

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
	0.92
	0.91
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	12 Dec 2025	pdf
Key Information Document / Technical Guide	18 Aug 2025	pdf
Interim Report	31 May 2025	pdf
Annual Report	31 Jan 2025	pdf

Please note that service charges will also apply. Read more about our fees.

Important Information

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