JPM Uk Equity Income Fund

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JPM UK Equity Income Fund C Net Acc

Category UK Equity Income

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

Last buy/sell price

£1.764

arrow-up£0.01 (+0.57%)

Fund Code

SPQCA

BYTRDH7

GB00BYTRDH73

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to generate a yield, after fees, over a 3 year rolling period, in excess of the FTSE™ All-Share Index and to provide capital growth over the long-term (5-10 years). At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. The Fund may invest in small capitalisation companies. In search of income, the Fund may have significant positions in specific sectors from time to time.

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

31 May 2017

Domicile

United Kingdom

UCITS

Yes

Lead manager

Katen Patel

Lead manager start date

31 May 2017

Lead fund manager biography

Katen Patel, vice president, is an assistant portfolio manager in the Europe Small/mid Cap team within the J.P. Morgan Asset Management European Equity Group. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.

Fund manager

Anthony Lynch

Manager start date

30 Oct 2023

Fund manager biography

Anthony Lynch, vice president,is a portfolio manager within the J.P. Morgan Asset Management European Equity Group and co-manages The Mercantile Investment Trust, specialising in smaller and mid-sized UK equities. Anthony joined in 2009, initially as an analyst, and now co-manages the Investment Trust. Prior to this he obtained a B.A. (Hons) in Economics from Durham University. He is a CFA charterholder.

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

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