JPM UK Equity Core Fund

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JPM UK Equity Core Fund E - Net Income

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.7434

arrow-up£0.011 (+1.53%)

Fund Code

SPAII

B58L4H4

GB00B58L4H43

Prices updated as at 20 May 2025
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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.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 157.216.59
31 Mar 15 - 31 Mar 16-2.97-3.91
31 Mar 16 - 31 Mar 1722.7618.76
31 Mar 17 - 31 Mar 181.150.61
31 Mar 18 - 31 Mar 193.945.09
31 Mar 19 - 31 Mar 20-18.39-18.97
31 Mar 20 - 31 Mar 2129.6230.63
31 Mar 21 - 31 Mar 2213.859.86
31 Mar 22 - 31 Mar 232.152.09
31 Mar 23 - 31 Mar 248.847.84
31 Mar 24 - 31 Mar 259.968.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day1.531.36
1 Month7.577.74
3 Months3.362.01
6 Months10.118.37
1 Year7.586.34
3 Years annualised9.148.32
5 Years annualised11.8210.33
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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