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JPM UK Equity Plus C Net Acc

Price: £2.922|Change: 0.02 (0.69%)

This fund can be held in a Dealing account Stocks and shares ISA Lifetime ISA JISA SIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Management

Name of company	JPMorgan Funds Limited
Phone	+44 1268 44 44 70
Website	www.jpmorgan.co.uk/investor
Address	60 Victoria Embankment - London EC4Y 0JP United Kingdom

Fund

Domicile	GBR
Legal structure	OEIC
UCITS	Yes
Inception date	08/09/2015

Managers

Fund manager	James Illsley
Manager start date	08/09/2015
Biography	James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group. He manages retail, institutional and charity portfolios. An employee since 1999, James was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University.
Fund manager	Anthony Lynch
Manager start date	29/09/2017
Biography	Anthony Lynch, vice president,is a portfolio manager within the J.P. Morgan Asset Management European Equity Group and co-manages The Mercantile Investment Trust, specialising in smaller and mid-sized UK equities. Anthony joined in 2009, initially as an analyst, and now co-manages the Investment Trust. Prior to this he obtained a B.A. (Hons) in Economics from Durham University. He is a CFA charterholder.
Fund manager	Callum Abbott
Manager start date	08/09/2015
Biography	-

AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.