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JPM UK Equity Growth A Net Acc

Ranked 130 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Ben Stapley

Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Kyle Williams

Objective

To provide long-term capital growth through investment primarily in a growth style biased portfolio of UK companies. UK companies are companies that are incorporated under the laws of, and have their registered office in, the UK, or that derive the predominant part of their economic activity from the UK, even if listed elsewhere. Smaller companies may be held on an ancillary basis.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 130/255 Total Return
  • Rank 134/255 Standard Deviation
  • Rank 157/255 Max Drawdown
Fund Name Currency Loss
155 Jupiter Growth & Income GBP

-14.8%

155 TM Sanditon UK Fund A Acc GBP

-14.8%

157 JPM UK Equity Growth A Net Acc GBP

-14.8%

158 Premier UK Growth C Inc GBP

-14.9%

159 Threadneedle (Lux)-UK Equities AG GBP

-14.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -11.4% -5.5% 9.2% -2.2% -12.2%
2017 15.9% 4.7% 3.4% 1.9% 5.1%
2016 9.7% -2.0% 1.3% 9.4% 1.1%
2015 9.2% 6.6% -0.4% -0.8% 3.7%
2014 1.3% 2.2% -2.1% -1.3% 2.5%
2013 31.4% 12.4% 0.9% 5.4% 9.9%
2012 15.5% 7.1% -2.6% 6.3% 4.2%
2011 -6.7% 1.7% 0.3% -15.3% 8.0%
2010 19.4% 9.0% -11.3% 13.8% 8.5%
2009 19.0% -11.0% 7.0% 20.3% 3.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.89%
BP PLC ORD 4.62%
AstraZeneca PLC ORD 3.82%
Diageo PLC ORD 3.67%
GlaxoSmithKline PLC ORD 3.49%
Rio Tinto PLC ORD 2.76%
Unilever PLC ORD 2.45%
BHP Group PLC ORD 2.16%
Reckitt Benckiser Group PLC ORD 2.09%
Lloyds Banking Group PLC ORD 1.99%
28/02/2019

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date18/12/2008
  • Share Class size185Mn
  • Base currencyGBP
  • ISIN GB00B3FJQ821

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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