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JPM UK Equity Growth A Net Acc

Ranked 94 out of 255 in - UK (All Companies) over 12 months
All calculations are in USD unless stated

Managed by

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.

Kyle Williams

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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2017
  • Rank 94/255 Total Return
  • Rank 86/255 Standard Deviation
  • Rank 35/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.0%
2016 -7.9% -4.3% -5.8% 6.3% -3.8%
2015 3.3% 1.5% 5.6% -4.5% 0.9%
2014 -4.7% 2.9% 0.4% -6.4% -1.5%
2013 33.9% 5.0% 0.8% 12.5% 12.4%
2012 20.8% 10.1% -4.4% 9.4% 4.9%
2011 -7.4% 4.1% 0.5% -17.8% 7.7%
2010 15.8% 2.4% -12.6% 19.9% 7.8%
2009 33.7% -11.3% 22.9% 16.8% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date18/12/2008
  • Share Class size218Mn
  • Base currencyGBP
  • ISIN GB00B3FJQ821

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3

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