JPM Portfolio B Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 234.30 Day Change GBX +0.30 (0.13%)
Price Date 8 Dec 2016 Crown Rating 3
Shares Class Inc. Yield 1.68 %
Total Expense Ratio 1.18 Fund Size 70,001,103.69
Launch Date 01/11/1985 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 1.18
ISIN GB00B8325K37 Min TopUp (£) 100,000.00

Fund Objective

To invest in a portfolio of regulated collective investment schemes operated or managed by JPMorgan. The Fund may also invest in other Funds of the Company. The Fund aims to provide capital growth over the long term.

Fund Managers

David Chan
David Chan, vice president, is a portfolio manager and analyst working on fund of funds portfolios in the Global Multi-Asset Group, based in London. An employee since 1997, David was previously an analyst in the Global Equities Team and prior to this was a performance analyst specialising in risk and attribution within the Performance Analysis Group. Prior to joining the firm, David spent three years as an actuarial trainee at National Provident Institution, having worked as an actuarial principal at Black Horse Life Assurance Company. David started his career as an actuarial assistant at Abbey Life Assurance Company. David obtained a BSc in Mathematics, Operation Research and Economics from the University of Essex and a Postgraduate Diploma in Actuarial Science from City University.