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

£2.628

arrow-down£-0.007 (-0.27%)

Fund Code

SPKPA

BW4Q9B1

GB00BW4Q9B11

Prices updated as at 16 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.

Company name

JPMorgan Funds Limited

Fund launch date

08 Sep 2015

Domicile

United Kingdom

UCITS

Yes

Lead manager

James Illsley

Lead manager start date

08 Sep 2015

Lead fund manager biography

James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group. He manages retail, institutional and charity portfolios. An employee since 1999, James was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University.

Lead manager

Callum Abbott

Lead manager start date

08 Sep 2015

Lead fund manager biography

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

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