JPM UK Equity Core Fund E - Net Income
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.7221
£0.005 (+0.70%)
Fund Code
SPAII
B58L4H4
GB00B58L4H43
Prices updated as at 02 May 2025
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
Annual performance (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 7.21 | 6.59 |
| 31 Mar 15 - 31 Mar 16 | -2.97 | -3.91 |
| 31 Mar 16 - 31 Mar 17 | 22.76 | 18.76 |
| 31 Mar 17 - 31 Mar 18 | 1.15 | 0.61 |
| 31 Mar 18 - 31 Mar 19 | 3.94 | 5.09 |
| 31 Mar 19 - 31 Mar 20 | -18.39 | -18.97 |
| 31 Mar 20 - 31 Mar 21 | 29.62 | 30.63 |
| 31 Mar 21 - 31 Mar 22 | 13.85 | 9.86 |
| 31 Mar 22 - 31 Mar 23 | 2.15 | 2.09 |
| 31 Mar 23 - 31 Mar 24 | 8.84 | 7.84 |
| 31 Mar 24 - 31 Mar 25 | 9.96 | 8.50 |
Trailing returns (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 1 Day | 0.70 | 0.80 |
| 1 Month | 1.32 | 1.04 |
| 3 Months | 0.59 | -1.20 |
| 6 Months | 6.26 | 4.60 |
| 1 Year | 8.80 | 7.44 |
| 3 Years annualised | 7.71 | 6.52 |
| 5 Years annualised | 11.88 | 10.32 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
