JPM UK Equity Plus Fund C Net Income
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.623
£0.006 (+0.37%)
Fund Code
SPKPI
BW4Q999
GB00BW4Q9992
Prices updated as at 24 Apr 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | James Illsley, Nicholas Horne, Anthony Lynch, Callum Abbott |
| 1.62 | |
| 1.37 | |
| Fund comparative index | FTSE All Share NR GBP |
| UK All Companies | |
| - | |
| 0.98 | |
| 0.62 | |
| 0.00 | |
| UK Large-Cap Equity | |
| No | |
| Fund provider | JPMorgan Funds Limited |
| Share class launch date | 08 Sep 2015 |
| £169.92m | |
| - | |
| 2.95 | |
| - | |
| 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.
