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JPM UK Strategic Growth

Ranked 48 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

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.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.4% 2.2% -2.1% 1.3%
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

31/01/2013

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 7.38
BP PLC ORD 4.37
British American Tobacco PLC ORD 3.36
AstraZeneca PLC ORD 3.23
Vodafone Group PLC ORD 3.06
Rio Tinto PLC ORD 2.27
Lloyds Banking Group PLC ORD 2.22
HSBC Holdings PLC ORD 2.20
Prudential PLC ORD 1.98
BHP Billiton PLC ORD 1.97
30/04/2014

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date18/12/2008
  • Share Class size273Mn
  • Base currencyGBP
  • ISIN GB00B3FJQ821

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment3

Related News

JP Morgan revamps AA-rated UK equity team

JP Morgan has named lead managers on three UK equity funds, in a shift from its previous team approach.

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