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JPM UK Strategic Equity Income

Ranked 88 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.

Ian Butler

Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.

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.

Objective

To provide long-term capital growth and income through investment in a value 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 Equity Income over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.2% -3.7%
2015 5.6% 5.4% 0.2% -3.4% 3.6%
2014 -0.2% 0.1% -0.4% -0.6% 0.6%
2013 27.4% 10.3% 0.5% 6.9% 7.6%
2012 16.5% 7.7% -3.1% 6.1% 5.2%
2011 -7.8% 0.7% 0.0% -14.8% 7.5%
2010 17.5% 7.6% -12.9% 15.2% 8.8%
2009 30.1% -10.1% 15.0% 24.5% 1.0%
2008 -33.4% -9.2% -2.8% -15.1% -11.1%
2007 -1.5% 1.9% 1.5% -1.9% -2.9%
2006 18.6% 10.0% -2.6% 4.4% 6.1%
2005 22.8% 4.0% 4.6% 7.9% 4.5%
2004 20.9% 7.1% 1.1% 2.2% 9.1%
2003 28.4% -4.8% 19.3% 7.8% 4.9%
2002 -11.7% 8.4% -5.5% -15.4% 1.9%
2001 4.5% 0.0% 7.1% -12.7% 11.8%
2000 -0.8% 9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/05/2000
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB0004124342

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3

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