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JPM UK Equity Blue Chip A Net Acc

Ranked 112 out of 253 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.

Objective

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

Performance

UK (All Companies) over : 31/10/2015 - 31/10/2016
  • Rank 112/253 Total Return
  • Rank 27/253 Standard Deviation
  • Rank 121/253 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -2.6% 1.8% 8.2%
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

Breakdown

31/07/2016

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.29
GlaxoSmithKline PLC ORD 5.62
British American Tobacco PLC ORD 5.36
BP PLC ORD 4.87
HSBC Holdings PLC ORD 4.71
Imperial Brands PLC ORD 3.60
Reckitt Benckiser Group PLC ORD 3.57
Shire PLC ORD 3.34
WPP PLC ORD 3.14
Rio Tinto PLC ORD 3.01
31/07/2016

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date14/12/2007
  • Share Class size225Mn
  • Base currencyGBP
  • ISIN GB00B24FZ095

Purchase Info

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

Charges

  • 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).