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JPM UK Dynamic

Ranked 6 out of 20 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Blake Crawford

Blake Crawford is a portfolio manager at J.P. Morgan Asset Management. An employee since 2008, Blake previously worked at Man Investments. Prior to that, he worked as a financial regulatory accountant at Wachovia and before that, he worked in financial institutions support at Barclays Capital. Blake obtained a BSc in Economics from the University of Bath. Blake is a CFA charterholder.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Objective

To maximise long-term capital growth by investing primarily in UK equities. UK Equities are issued by companies that are incorporated under the laws of, and have their registered office in, the UK, or that derive the predominant part of their economic activity from the UK, even if listed elsewhere. Smaller companies may be held on an ancillary basis. This Equity based Fund invests in those stocks which the Investment Adviser believes will outperform, irrespective of their Benchmark weighting.

Showing fund performance in Jersey View performance globally

Performance

UK (All Companies) over : 31/07/2016 - 31/07/2017
  • Rank 6/20 Total Return
  • Rank 3/20 Standard Deviation
  • Rank 14/20 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 1.6%
2016 8.9% -3.3% -1.4% 8.4% 5.5%
2015 10.7% 8.5% 0.3% -1.9% 3.6%
2014 0.8% 2.3% -3.2% -1.2% 3.2%
2013 31.9% 13.3% 1.8% 5.0% 8.9%
2012 15.3% 6.5% -6.0% 6.0% 8.6%
2011 -5.9% -0.1% 0.8% -13.2% 7.8%
2010 19.6% 9.1% -12.4% 15.8% 8.1%
2009 23.0% -10.4% 12.6% 22.0% 0.0%
2008 -31.9% -9.2% 0.9% -17.5% -9.8%
2007 1.6% -1.6% 4.3% -0.9% -0.1%
2006 28.3% 14.0% -2.1% 4.7% 9.8%
2005 31.9% 5.5% 5.6% 9.8% 7.9%
2004 17.8% 6.8% 2.1% 1.3% 6.7%
2003 27.3% -8.6% 18.6% 7.9% 8.9%
2002 -17.9% 0.5% -6.2% -13.5% 0.7%
2001 2.0% -7.5% 6.1% -14.3% 21.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
JPM Sterling Liquidity X Dis 6.61
Royal Dutch Shell PLC ORD 4.69
British American Tobacco PLC ORD 4.46
Lloyds Banking Group PLC ORD 3.60
GlaxoSmithKline PLC ORD 3.44
Rio Tinto PLC ORD 3.43
HSBC Holdings PLC ORD 3.28
Relx PLC ORD 2.62
BP PLC ORD 2.51
Aviva PLC ORD 2.49
31/03/2017

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date16/10/2000
  • Share Class size116Mn
  • Base currencyGBP
  • ISIN GB0009698001

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment3

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).