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