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 www.jpmorgan.com/emea-privacy-policy. 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…

Loving the unloved

Loving the unloved

Callum Abbot talks candidly about investing in the UK stock market – one of the most unloved markets in the world – as advisers pose a range of questions to the Citywire A-rated JP Morgan fund manager.

Value breaches tech boom low

Value breaches tech boom low

Value has experienced its longest period in the doldrums since the great depression of the 1930s and is now cheaper relative to growth than it was during the height of the tech boom. JP Morgan fund manager Ian Butler sees parallels between today and the late 90s with...

In association with