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JPM UK FOCUS A - Fund overview

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Overview of JPM UK FOCUS A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JPM UK FOCUS A does not fall into either of these categories at present.

Standard Initial Charge

4.25% 0.00%

Invest via Bestinvest

to save 4.25%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  March, 2006
Size  £57m
Yield 1.6%
Charging basis  –
Dividends paid  30/4, 31/10.
Bid price(inc) 44.92p
Bid price(acc) 50.42p

Fund Charges

Standard Initial charge 4.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.68%
Reduction in yield (10yr) 1.68%

Bestinvest says


No information available.

Portfolio

jpm uk focus a asset allocation illustration
Allocation Proportion
Equity 94%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 6%
jpm uk focus a equity geographic illustration
Allocation Proportion
UK 88%
Europe 12%
Nth America –
Japan –
Pacific –
Other Equity –
jpm uk focus a equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 30%
Small Caps 13%

View all performance data for JPM UK FOCUS A

Investment process


The fund's aim is to provide long-tem capital growth by investing in a portfolio primarily of UK Securities. This is an unconstrained best ideas fund, focused on generating a relatively high level of excess returns over the long term.

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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