Bestinvest Logo
Learning
fund

Back to result

JPM UK DYNAMIC C

Bestinvest LogoContrarian style manager who seeks to exploit anomalies in the market.

PRICE (INC)

156.2p

PRICE (ACC)

241p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.85%

YIELD

3.3%

1 YEAR
9.11%
Invest Now

Prices as at 01 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

To maximise capital growth over the long-term (5-10 years) by investing at least 80% of the Fund's assets in UK equities. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the UK. The Fund may invest in small capitalisation companies.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedOctober 2012
Size£189m
Yield3.3%
Dividends paidApril, October

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.85%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning