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 performance (%)

Year	This fund	UK Large-Cap Equity
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	10.23	13.90
30 Sep 16 - 30 Sep 17	18.13	11.54
30 Sep 17 - 30 Sep 18	8.84	5.06
30 Sep 18 - 30 Sep 19	2.42	1.80
30 Sep 19 - 30 Sep 20	-10.78	-15.71
30 Sep 20 - 30 Sep 21	30.01	28.78
30 Sep 21 - 30 Sep 22	-7.55	-7.40
30 Sep 22 - 30 Sep 23	16.15	14.30
30 Sep 23 - 30 Sep 24	18.37	12.95
30 Sep 24 - 30 Sep 25	16.37	12.66

Trailing returns (%)

Year	This fund	UK Large-Cap Equity
1 Day	0.65	0.51
1 Month	-0.04	-1.51
3 Months	7.42	3.54
6 Months	11.61	7.82
1 Year	22.73	15.21
3 Years annualised	16.16	11.42
5 Years annualised	13.71	9.82

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

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