JPM Diversified Growth Fund

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There is only one type of share class for this fund.

JPMorgan Fund III ICVC - JPM Diversified Growth Fund C Shares Net Accumulation

Category GBP Flexible Allocation
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£3.539

arrow-up£0.003 (+0.08%)

Fund Code

SPMPA

B7XL365

GB00B7XL3656

Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide long term capital growth by investing in a diversified mix of asset classes. As a result of its diversified portfolio the Fund is expected to have a lower level of volatility than equity markets as represented by the MSCI World Index. The Fund may invest either directly or via collective investment schemes, which may be managed by the Investment Adviser or any other member of JPMorgan Chase & co., in a broad range of assets including, but not limited to, global equities, fixed income (including high yield and emerging market debt), alternatives (including private equity and property) and cash and cash equivalents. The Fund may have exposure to Emerging Markets and smaller companies.
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.
Company name
JPMorgan Funds Limited
Fund launch date
19 Jul 2013
Domicile
United Kingdom
UCITS
Yes
Fund manager
Jonathan Cummings
Manager start date
09 Dec 2013
Fund manager biography
Jonathan Cummings, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. An employee since 2005, he focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol. He is a CFA charterholder.
Fund manager
Peter Malone
Manager start date
01 Jul 2015
Fund manager biography
Peter Malone, vice president, is a portfolio manager working on multi-strategy and global equity portfolios in the Multi-Asset Solutions team, based in London. An employee since 2006, Peter previously focused on total return and balanced portfolios, also in the Multi-Asset Solutions team. Prior to this, he was a client portfolio manager responsible for supporting the sales and marketing of Multi-Asset Solutions products. He obtained a B.Eng. in Mechanical Engineering with French from the University of Nottingham and is a CFA charterholder.
Head office
60 Victoria Embankment
London
United Kingdom
EC4Y 0JP
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