JPM Multi-Manager Growth Fund C - Net Accumulation

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£2.782

arrow-up£0.011 (+0.40%)

Fund Code

SPMGA

B235R82

GB00B235R829

Prices updated as at 20 Mar 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund's assets in investment trusts worldwide in any economic sector. At least 80% of assets invested in global equities via investment trusts. The Fund may also invest in other closed ended and open-ended funds.

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	GBP Allocation 80%+ Equity
31 Dec 14 - 31 Dec 15	7.20	2.23
31 Dec 15 - 31 Dec 16	14.13	14.13
31 Dec 16 - 31 Dec 17	20.59	12.71
31 Dec 17 - 31 Dec 18	-4.32	-7.20
31 Dec 18 - 31 Dec 19	21.46	18.06
31 Dec 19 - 31 Dec 20	18.54	6.91
31 Dec 20 - 31 Dec 21	11.69	13.56
31 Dec 21 - 31 Dec 22	-17.87	-9.80
31 Dec 22 - 31 Dec 23	4.83	9.43
31 Dec 23 - 31 Dec 24	8.86	10.96

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.40	0.22
1 Month	-6.01	-4.34
3 Months	0.58	0.19
6 Months	2.09	1.85
1 Year	5.98	6.21
3 Years annualised	1.15	5.03
5 Years annualised	10.63	10.65

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

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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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