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JPM UK Equity Plus Fund S Net Income (0P00016UJM.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
119.400.00 (0.00%)
As of 08:00PM GMT. Market open.

JPM UK Equity Plus Fund S Net Income

60 Victoria Embankment

Management Information
James Illsley,Lead Manager since September 8, 2015
James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group. He manages retail, institutional and charity portfolios. An employee since 1999, James was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryUK Large-Cap Blend Equity
Fund FamilyJPMorgan Funds Limited
Net AssetsN/A
YTD Return-21.29%
Morningstar RatingN/A1
Inception DateDec 5, 2018

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover46.40%
Average for CategoryN/A

Fees & Expenses

Expense0P00016UJM.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A