JPM UK Equity Plus Fund

Select share classes

JPM UK Equity Plus Fund C Net Accumulation

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

£2.286

arrow-up£0.011 (+0.48%)

Fund Code

SPKPA

BW4Q9B1

GB00BW4Q9B11

Prices updated as at 08 May 2025
|
Prices in GBP
Investment objective
To provide capital growth over the long-term (5-10 years) through exposure to UK companies by direct investments in securities of such companies and through the use of derivatives. At least 80% of assets invested, either directly or through derivatives, in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. Small capitalisation companies may also be held. The Fund will normally hold long positions of approximately 130% of its net assets and short positions of approximately 30% of its net assets but may vary from these targets depending on market conditions.
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.
Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJames Illsley, Anthony Lynch, Callum Abbott
2.29
2
Fund comparative indexFTSE All Share NR GBP
UK All Companies
-
0.92
0.79
0.00
UK Large-Cap Equity
No
Fund providerJPMorgan Funds Limited
Share class launch date08 Sep 2015
£293.98m
-
2.10
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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