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JPM UK Equity Core E Net Acc

Ranked 99 out of 250 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

James Illsley

James Illsley graduated from London University with an M.Eng in mechanical and nuclear engineering. He joined JP Morgan Asset Management in 1999 and is currently a managing director and portfolio manager within the European equity group where he manages institutional and charitable portfolios. Prior to this James was a director and UK portfolio manager at Prudential Managers UK.

Chris Llewellyn

John O'Brien

John O'Brien is a portfolio manager within the J.P. Morgan Asset Management European Equity Group and has been an employee since 1999. Prior to joining the firm, O'Brien worked within fund administration for institutional clients and pooled funds at Morgan Grenfell Asset Management. O'Brien holds a B.A. (Hons) in History from the School of Slavonic and East European Studies, University of London.

Objective

The Fund aims to provide capital growth and outperform the FTSE All Share Index over the long term by investing primarily in a portfolio of UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 1.8% 1.6%
2016 15.7% -0.6% 1.6% 9.8% 4.4%
2015 4.0% 6.2% -0.8% -5.4% 4.3%
2014 1.7% 0.7% 1.3% -0.7% 0.4%
2013 23.4% 11.2% -1.3% 5.3% 6.8%
2012 12.7% 6.7% -2.6% 5.3% 3.0%
2011 -4.4% 0.9% 0.7% -13.4% 8.6%
2010 16.1% 7.2% -11.6% 14.1% 7.4%
2009 29.6% -9.7% 13.7% 21.3% 4.1%
2008 -32.9% -10.4% -1.1% -14.6% -11.2%
2007 -3.4% 0.5% 1.2% -3.1% -1.9%
2006 16.8% 9.3% -1.6% 2.7% 5.7%
2005 22.2% 3.7% 4.8% 8.2% 3.9%
2004 10.3% 1.8% 0.9% 2.0% 5.2%
2003 20.4% -5.7% 14.2% 3.7% 7.8%
2002 -19.5% 2.7% -11.2% -15.5% 4.5%
2001 -6.1% -7.0% 0.0% -12.2% 14.9%
2000 -5.8% -3.7% -1.6% 1.3% -1.9%
1999 24.0% 9.4% 3.1% -4.3% 14.9%
1998 11.8% 16.7% -1.0% -15.3% 14.3%
1997 12.8% -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/02/2011
  • Share Class size106Mn
  • Base currencyGBP
  • ISIN GB00B55QSH09

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.25%
  • Initial investment0

Related News

How contrarian view helps JPM manager hit new heights on UK equities

James Illsley has helped achieve impressive recent outperformance for the JP Morgan UK Equity Core fund, putting his faith in out-of-favour sectors such as mining and housebuilding

Manager interview: Illsley continues contrarian view as UK equities hit new heights

James Illsley has helped achieve impressive recent outperformance for the JP Morgan UK Equity Core fund, putting his faith in out-of-favour stocks such as mining and housebuilding

JP Morgan's Illsley backs oil price rebound

James Illsley looks for firms which are self-reliant when picking stocks.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).