JPM UK Equity Core Fund E Quarterly - Net Accumulation
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.7666
£0.003 (+0.42%)
Fund Code
SPQEA
BF09LN1
GB00BF09LN16
Prices updated as at 27 Feb 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 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | - | - |
31 Dec 16 - 31 Dec 17 | - | - |
31 Dec 17 - 31 Dec 18 | -10.58 | -9.82 |
31 Dec 18 - 31 Dec 19 | 20.93 | 19.35 |
31 Dec 19 - 31 Dec 20 | -9.62 | -9.10 |
31 Dec 20 - 31 Dec 21 | 19.25 | 17.97 |
31 Dec 21 - 31 Dec 22 | 0.72 | -2.07 |
31 Dec 22 - 31 Dec 23 | 7.44 | 8.21 |
31 Dec 23 - 31 Dec 24 | 9.70 | 8.50 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | 0.42 | 0.03 |
1 Month | 3.52 | 2.58 |
3 Months | 5.42 | 4.43 |
6 Months | 4.34 | 3.91 |
1 Year | 17.09 | 14.92 |
3 Years annualised | 8.93 | 7.81 |
5 Years annualised | 8.05 | 6.90 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.