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JPM UK ACTIVE INDEX PLUS E - Fund overview

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Overview of JPM UK ACTIVE INDEX PLUS E

This fund targets capital growth over the long term by investing in the equities of UK companies. The fund aims to be a low cost, actively managed alternative to tracker funds. The managers will take a conservative approach and expect returns to be similar to those of the FTSE All Share index, but aim to beat it. Target outperformance is at least 0.50% per annum, with returns above this subject to a performance fee.

Standard Initial Charge

3.50% 0.00%

Invest via Bestinvest

to save 3.50%

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  February, 2011
Size  £66m
Yield 3.4%
Charging basis  –
Dividends paid  30/4
Bid price(inc) 39.49p
Bid price(acc) 191.50p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.25%
Total expense ratio 0.40%
Reduction in yield (10yr) 0.40%

Bestinvest says


No information available.

Portfolio

jpm uk active index plus e asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
jpm uk active index plus e equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
jpm uk active index plus e equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for JPM UK ACTIVE INDEX PLUS E

Investment process


The Fund aims to provide capital growth and outperform the FTSE All Share Index over the long term by investing primarily in a portfolio of UK companies.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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