020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

JPM LIFE UK EQUITY S1 PF - Fund overview

No Bestinvest rating


Overview of JPM LIFE UK EQUITY S1 PF

Management of this fund is based on JPM's proprietary TMV system. This guides the team's efforts to systematically identify anomalies.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  October, 1995
Size  £16m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 149.81p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 0.50%
Reduction in yield (10yr) 0.50%

Bestinvest says


No information available.

Portfolio

jpm life uk equity s1 pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
jpm life uk equity s1 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
jpm life uk equity s1 pf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


This product is the offshore almost equivalent to the JPMF Premier Equtiy Growth Fund. The main difference being this fund has a slightly higher tolerence towards risk.
Aiming for capital growth through the use of a disciplined process designed to produce consistent outperformance over the All Share Index by taking a large number of relatively small active stock positions.
All UK stocks are evaluated by a model which measures four factors - latest earnings revisions, share valuations, share price momentum and EPS growth. The model's output is a starting point for weightings, but qualitative analysis is also undertaken. Identifying shares that are expected to underperform- and underweighting these- is an important contributor to performance.

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

Version: 4.1.2