Quick Stats

Bid Price - Offer Price -
Mid Price GBX 155.50 Day Change GBX +0.50 (0.32%)
Price Date 17 Nov 2017 Crown Rating 3
Shares Class Inc. Yield 1.37 %
Total Expense Ratio 1.68 Fund Size 187,736,309.22
Launch Date 16/10/2000 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.68
ISIN GB0009697920 Min TopUp (£) 100.00

Fund Objective

To maximise long-term capital growth by investing primarily in UK equities.

Fund Managers

John Baker
John Baker is a portfolio manager within the JPMorgan European Equity Group. John joined the company in 1994 as an assistant on the UK Retail Funds desk, now integrated into the European Equity Group. Education: B.A., University College Cork, Ireland
Jonathan Ingram
Jonathan Ingram, CFA, joined JPMorgan in 2000. He is a portfolio manager within the high alpha team of the JPMorgan European Equity Group. Previously, he was an analyst in the European higher alpha team as well as a quantitative investment analyst in the Currency Group. Education:M.Eng (Hons), Metallurgy and Science of Materials, Oxford University.
Blake Crawford
Blake Crawford, associate, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. An employee since 2008, Blake previously worked at Man Investments. Prior to that he worked as a financial regulatory accountant at Wachovia. Before that he worked in financial institutions support at Barclays Capital. Blake obtained a BSc in Economics from the University of Bath. Blake is a CFA charterholder.