JPM UK Equity Core Fund E - Net Accumulation
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£4.749
£0.00 (+0.00%)
Fund Code
SPAIA
B55QSH0
GB00B55QSH09
Prices updated as at 18 Apr 2024
Prices in GBP
Investment objective
To provide capital growth and outperform the FTSE™ All-Share Index (Net) over the long- term (5-10 years), after fees, by investing at least 80% of the Fund's assets in a portfolio of UK companies. 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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | James Illsley, Anthony Lynch, Callum Abbott, Zach Chadwick, Christopher Llewelyn |
| 4.84 | |
| 4.23 | |
| Fund comparative index | FTSE All Share NR GBP |
| UK All Companies | |
| - | |
| 0.40 | |
| 0.20 | |
| 0.00 | |
| UK Large-Cap Equity | |
| No | |
| Fund provider | JPMorgan Funds Limited |
| Share class launch date | 01 Feb 2011 |
| £1.52b | |
| - | |
| 3.26 | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
