JPM UK Equity Core Fund

Select share classes

JPM UK Equity Core Fund E Quarterly - Net Accumulation

Category UK Large-Cap Equity

star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.7666

arrow-up£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.

Annual performance (%)

YearThis fundUK 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 1920.9319.35
31 Dec 19 - 31 Dec 20-9.62-9.10
31 Dec 20 - 31 Dec 2119.2517.97
31 Dec 21 - 31 Dec 220.72-2.07
31 Dec 22 - 31 Dec 237.448.21
31 Dec 23 - 31 Dec 249.708.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.420.03
1 Month3.522.58
3 Months5.424.43
6 Months4.343.91
1 Year17.0914.92
3 Years annualised8.937.81
5 Years annualised8.056.90
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.