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JPM UK Equity Blue Chip A Net Acc

Ranked 107 out of 249 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Sarah Emly

Sarah Emly is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. She manages retail, institutional and charity portfolios. An employee since 1995, Emly was previously an analyst in the UK and pan-Europe team before joining the portfolio management team in 1999. She holds a B.Sc.(Hons) in International Management and Modern Languages (French) from the University of Bath, and the Securities Institute Diploma, and is a Fellow of the Securities Institute. Emly is a CFA charterholder.

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.


To provide long term capital growth by investing primarily in large capitalisation 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. Mid/smaller capitalisation companies may be held on an ancillary basis.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 30/09/2016 - 30/09/2017
  • Rank 107/249 Total Return
  • Rank 36/249 Standard Deviation
  • Rank 41/249 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 1.2% 1.3%
2016 13.4% -2.6% 1.8% 8.2% 5.7%
2015 1.4% 5.3% -2.4% -5.4% 4.4%
2014 1.0% 0.3% 1.0% -0.3% 0.1%
2013 22.7% 10.8% -0.8% 5.2% 6.3%
2012 12.7% 5.6% -2.5% 5.5% 3.8%
2011 -6.0% 0.7% -0.2% -14.1% 8.9%
2010 13.0% 6.7% -12.6% 12.9% 7.4%
2009 24.6% -10.8% 11.8% 20.0% 4.1%
2008 -29.3% -9.5% 0.1% -14.1% -9.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 6.93
HSBC Holdings PLC ORD 6.73
British American Tobacco PLC ORD 5.06
GlaxoSmithKline PLC ORD 5.02
Lloyds Banking Group PLC ORD 4.72
Rio Tinto PLC ORD 3.79
Prudential PLC ORD 3.14
Glencore PLC ORD 2.79
Imperial Brands PLC ORD 2.69

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date14/12/2007
  • Share Class size231Mn
  • Base currencyGBP
  • ISIN GB00B24FZ095

Purchase Info

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


  • Annual management1.50%
  • Initial investment3

Related News

JPMAM's AAA-rated trust star Emly takes leave of absence

Sarah Emly, co-manager of the JP Morgan Elect Managed Income and Claverhouse trusts, aims to return to her post after a period of leave.

Hubris or good business? The psychology of M&A

With signs that M&A activity is set to pick up, JP Morgan Asset Management's James Illsley looks at what makes the difference between a good deal and a bad one.

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