Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.
Blake Crawford is a portfolio manager at J.P. Morgan Asset Management. An employee since 2008, Blake previously worked at Man Investments. Prior to that, he worked as a financial regulatory accountant at Wachovia and 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.
Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.
To maximise long-term capital growth by investing primarily in UK equities. UK Equities are issued by 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. This Equity based Fund invests in those stocks which the Investment Adviser believes will outperform, irrespective of their Benchmark weighting.
Rank 175/250 Total Return
Rank 7/250 Standard Deviation
Rank 24/250 Max Drawdown
|173||Russell UK Equity A Acc GBP||GBP||
|173||St James's Place UK Growth Acc||GBP||
|175||JPM UK Dynamic A Acc||GBP||
|176||Aviva Investors UK Equity MoM 3 SC 2||GBP||
|177||Barclays UK Alpha A Acc||GBP||
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|5||Investec GSF UK Alpha A Inc GBP||GBP||
|6||JOHCM UK Opportunities B Acc||GBP||
|7||JPM UK Dynamic A Acc||GBP||
|8||SEI SGMF UK Fundamental Equity GBP Inst||GBP||
|9||SEI SGMF UK Equity EUR Inst B||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date01/10/2000
- Share Class size112Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. regular additional investment100
- Annual management1.50%
- Initial investment3