UK Equities refreshed

Written by Citywire

July, 2020

In association with

UK Equities Refreshed – JP Morgan Asset Management Webconference

The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, giving investors access to some of the highest quality management teams with businesses operating around the world – while also benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.

Designed to sit at the heart of a portfolio, our innovative JPM UK Equity Core Fund provides a low cost, low active risk approach that aims to produce consistent excess returns from the UK stock market by taking many small active stock positions, while reducing risk at the sector level. In contrast, our JPM UK Equity Plus Fund seeks to provide long-term capital growth by taking both long and short positions in the UK stock market to enhance alpha opportunities without increasing net market exposure.

Both of these funds benefit from our proprietary, bottom-up investment approach that capitalises on market inefficiencies created by human behavioural biases.

Last week, James Illsley, portfolio manager of the JPM UK Equity Plus Fund and the JPM UK Equity Core Fund provided an update on the performance on both of these funds. He answered some of the key issues that are on the minds of investors – from dividend cuts to understanding the opportunities that stock pickers have in the current climate. James also discussed our current UK equity strategies in light of the current market volatility.

You can watch the full webconference by clicking here

Recorded on Tuesday 30 June 2020

For Professional Clients/ Qualified Investors only – not for Retail use or distribution. This is a marketing communication. 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. Past performance is not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. 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 (UK) Limited. Our EMEA Privacy Policy is available at This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority.

About the author

You may also like…

Long-term spoils of mid-cap rollercoaster

Long-term spoils of mid-cap rollercoaster

It has been a rollercoaster ride for investors in UK equities – the most unloved stock market in the world – and especially so for fund managers like JPMorgan’s Georgina Brittain whose universe has a domestic focus. For her, a net 35% of global asset allocators being...

JPMorgan’s Brittain pleasantly surprised by trading

JPMorgan’s Brittain pleasantly surprised by trading

JPMorgan fund manager Georgina Brittain likes pleasant surprises and is finding plenty of reasons to delight in recent trading updates. Momentum is one of three factors the veteran mid-cap stock-picker favours, the other two being quality and value, and a host of her...

In association with