J.P. Morgan Asset Management

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About J.P. Morgan Asset Management

J.P. Morgan Asset Management is a worldwide but tightly-knit investment specialist. We offer a range of flexible investment solutions, including one of the world’s most comprehensive ranges of investment products.


Refresh your UK equity portfolio with our wide range of funds

Investors in UK equity funds often desire differing outcomes and have varying appetites for risk. J.P. Morgan Asset Management's range offers a wide choice of objectives and strategies but all are based on our proven behavioural finance process.

Behavioural finance defines and measures human behaviour on the academically robust principle that market inefficiencies are usually due to irrational investor behaviour. As a result, we can find and exploit opportunities that arise from that behaviour and invest in them, often when others do not.

Our UK equity team based in London is led by 41 Investment Professionals with 13 years average experience, 11 years of that spent at J.P. Morgan.

Refreshingly consistent.

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Our UK equity fund range

Note: Risk/return positions are illustrative of expected longer term returns and volatilities of strategies.


Explore our featured UK product range

JPM UK Dynamic Fund

  • Offers investors exposure to the best investment opportunities from across the UK equity market.
  • A ‘go anywhere’ fund that can offer broad exposure to companies of all sizes.
  • Invests in stocks that have the most appealing combination of value, momentum and quality characteristics and that the managers believe will outperform in the short, medium or long term, irrespective of their benchmark weighting.
  • "We dynamically invest across the market capitalisation range with an aim to boost relative returns in any market environment" Jon Ingram, Fund Manager, JPM UK Dynamic Fund

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JPM UK Equity Core Fund

  • Aims to provide capital growth and outperform the FTSE All - Share Index over the long term by investing primarily in UK companies.
  • Combines the breadth of coverage of our daily market modelling with the stock picking skills of our UK team to provide consistent performance with limited risk.
  • All at a passive price: 40bps OGC.
  • "We seek to deliver clients an actively managed more rewarding and consistent investment proposition than trackers but at passive prices" James Illsley, Fund Manager, JPM UK Equity Core Fund

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JPM UK Equity Plus Fund

  • Aims to provide long-term capital growth through direct investments in UK companies and through the use of derivatives.
  • In addition to taking long positions in the stocks we like the most, the fund also takes short positions in stocks we believe will underperform.
  • JPM UK Equity Plus is the newly-launched UK version of JPM Europe Equity Plus, an active extension fund with a solid long-term track record.
  • "Active Extension allows us access to alpha that’s just not on the table with traditional long-only funds" James Illsley, Fund Manager, JPM UK Equity Plus Fund

Read more: UK Advisers / UK Asset Managers


The Mercantile Investment Trust

  • Discovering tomorrow’s market leaders: invests in UK companies predominantly outside the FTSE 100 with established track records and with significant room for growth.
  • Allows investors access to exciting companies that often lack liquidity.
  • Access to our best ideas and active management at less than 50bps OGC.
  • Stable and experienced management team that bring experience, vision, insight and above all passion to this dynamic area of the market.
  • "We bring experience, vision, insight and above all passion to this dynamic area of the market to discover the success stories of tomorrow"
    Guy Anderson, Fund Manager, The Mercantile Investment Trust

Read more: UK Advisers / UK Asset Managers


FOR PROFESSIONAL CLIENTS ONLY | NOT FOR RETAIL USE OR DISTRIBUTION.

This is a promotional document and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P.Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to future performance. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment product(s), there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website http://www.jpmorgan.com/pages/privacy. Investment is subject to documentation which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Condition, copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.