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 80/267 Total Return
Rank 137/267 Standard Deviation
Rank 130/267 Max Drawdown
|78||Sanlam FOUR Active UK Equity A GBP||USD||
|79||HL Select UK Growth Shares A Acc||USD||
|80||JPM UK Dynamic A Acc||USD||
|80||Janus Henderson Inst Mainstream UK Eq Trust Z Acc||USD||
|82||Standard Life Wealth UK Equity||USD||
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|135||Fidelity FAST UK A-ACC-GBP||USD||
|136||Rathbone UK Opportunities Retail Inc||USD||
|137||Halifax Special Situations C||USD||
|137||JPM UK Dynamic A Acc||USD||
|137||Sanlam FOUR Active UK Equity A GBP||USD||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date16/10/2000
- Share Class size119Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. regular additional investment100
- Annual management1.50%
- Initial investment1.5