JPM UK Equity Plus C (perf) Acc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 113.10||Day Change||GBX -0.10 (-0.09%)|
|Price Date||25 Oct 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.42 %|
|Total Expense Ratio||0.78||Fund Size||129,953,900.00|
|Launch Date||08/09/2015||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.60||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000,000.00||Total Expense Ratio (%)||0.78|
|ISIN||GB00BW4Q9778||Min TopUp (£)||100,000.00|
To provide long-term capital growth through exposure to UK companies by direct investments in securities of such companies and through the use of Financial Derivative Instruments (derivatives).
James Illsley is a portfolio manager in the J.P. Morgan Asset Management European Equity Group. He specialises in managing institutional and charitable portfolios. An employee since 1999, James was previously a UK equity portfolio manager and Director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University.