MoneyAM Fund Centre

Top 10 Performing Funds

Top 10 Crown Rated

 
Name Rating
S&W Brixworth 5
Glenhuntley Portfolio Trust Acc 5
Liontrust SF Caut Mngd 2 Inc 5
The Notts Trust 5
S&W The Magpie A Inc 5
Liontrust SF Dfnsv Mngd 2 Inc 5
Fidelity UK Inc Opps A Acc 5
Liontrust Spl Sits A Inc 5
BNY Mellon Lg Crp Bd NX Inc 5
Man GLG Con Er Gth CH Hg Pf 5
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Fund name Sector name Crown Rating Performance 1Y (%) Yield (%)
JPM UK Equity & Bond Income C Inc UK Equity & Bond Income 4 9.15 3.46
JPM UK Equity A Acc UK All Companies 3 24.86 1.66
JPM UK Equity A Inc UK All Companies 3 24.84 1.68
JPM UK Equity B Acc UK All Companies 3 0.00 2.11
JPM UK Equity B Inc UK All Companies 3 0.00 0.00
JPM UK Equity Blue Chip A Acc UK All Companies 3 8.25 2.24
JPM UK Equity Blue Chip A Inc UK All Companies 3 7.96 2.29
JPM UK Equity Blue Chip B Acc UK All Companies 3 8.78 2.71
JPM UK Equity Blue Chip C Acc UK All Companies 3 9.06 2.95
JPM UK Equity Blue Chip C Inc UK All Companies 3 8.69 3.03
JPM UK Equity C Acc UK All Companies 3 25.82 2.33
JPM UK Equity C Inc UK All Companies 3 25.66 2.37
JPM UK Equity Core E Acc UK All Companies 3 -10.26 4.17
JPM UK Equity Core E Inc UK All Companies 3 -10.28 4.37
JPM UK Equity Core EQ Acc UK All Companies 3 -10.24 2.81
JPM UK Equity Core EQ Inc UK All Companies 3 -10.32 2.72
JPM UK Equity Core X Acc UK All Companies 3 0.00 4.44
JPM UK Equity Core X2 Acc UK All Companies 3 -10.01 4.46
JPM UK Equity Growth A Acc UK All Companies 4 -6.75 1.96
JPM UK Equity Growth A Inc UK All Companies 4 -6.86 1.88
JPM UK Equity Growth B Acc UK All Companies 4 -6.40 2.34
JPM UK Equity Growth B Inc UK All Companies 4 -6.41 2.37
JPM UK Equity Growth C Acc UK All Companies 4 -6.12 2.63
JPM UK Equity Growth C Inc UK All Companies 4 -6.13 2.63
JPM UK Equity Income A Acc UK Equity Income 3 -11.02 4.04
JPM UK Equity Income A Inc UK Equity Income 3 -11.00 4.12
JPM UK Equity Income B Acc UK Equity Income 3 -10.76 3.99
JPM UK Equity Income B Inc UK Equity Income 3 -10.72 4.07
JPM UK Equity Income C Acc UK Equity Income 3 -10.55 3.97
JPM UK Equity Income C Inc UK Equity Income 3 -10.60 4.09
JPM UK Equity Index E Acc UK All Companies -9.73 2.99
JPM UK Equity Index X2 Acc UK All Companies -9.72 2.96
JPM UK Equity Plus C (perf) Acc UK All Companies 3 -10.36 1.35
JPM UK Equity Plus C (perf) Inc UK All Companies 3 -10.51 2.40
JPM UK Equity Plus C Acc UK All Companies 3 -11.07 2.20
JPM UK Equity Plus C Inc UK All Companies 3 -10.98 2.26
JPM UK Equity Plus S Acc UK All Companies 3 -10.75 2.52
JPM UK Equity Plus S Inc UK All Companies 3 -10.77 2.55
JPM UK Equity Value A Acc UK All Companies 1 -14.09 2.35
JPM UK Equity Value A Inc UK All Companies 1 -14.20 2.31
JPM UK Equity Value B Acc UK All Companies 1 -13.88 2.56
JPM UK Equity Value B Inc UK All Companies 1 -13.87 2.61
JPM UK Equity Value C Acc UK All Companies 1 -13.70 2.70
JPM UK Equity Value C Inc UK All Companies 1 -13.68 2.76
JPM UK Equity Value I Acc UK All Companies 1 -13.54 2.85
JPM UK Equity Value I Inc UK All Companies 1 -13.54 2.91
JPM UK Focus A Acc UK All Companies 3 4.14 1.07
JPM UK Focus A Inc UK All Companies 3 4.15 1.05
JPM UK Focus B Acc UK All Companies 3 2.21 1.43
JPM UK Focus C Acc UK All Companies 3 4.91 1.74
Fund name 1 day return (%) 1 week return (%) 1 month return (%) 3 months return (%) 6 months return (%) Price date
JPM UK Equity & Bond Income C Inc -0.52 0.37 0.45 2.63 1.46 15/12/2017
JPM UK Equity A Acc 1.16 -1.30 -2.07 0.45 7.39 29/08/2013
JPM UK Equity A Inc 1.16 -1.30 -2.07 0.45 7.39 29/08/2013
JPM UK Equity B Acc 1.16 -1.27 -2.02 0.57 7.61 29/08/2013
JPM UK Equity B Inc - - - - - 01/01/1900
JPM UK Equity Blue Chip A Acc -0.27 0.41 0.03 2.55 1.04 15/12/2017
JPM UK Equity Blue Chip A Inc -0.52 0.16 -0.24 2.29 0.78 15/12/2017
JPM UK Equity Blue Chip B Acc -0.27 0.42 0.06 2.68 1.28 15/12/2017
JPM UK Equity Blue Chip C Acc -0.24 0.43 0.12 2.76 1.43 15/12/2017
JPM UK Equity Blue Chip C Inc -0.64 0.07 -0.29 2.35 1.03 15/12/2017
JPM UK Equity C Acc 1.23 -1.28 -1.98 0.65 7.77 29/08/2013
JPM UK Equity C Inc 1.17 -1.31 -2.03 0.58 7.67 29/08/2013
JPM UK Equity Core E Acc -0.34 -2.87 -3.03 16.89 8.26 29/01/2021
JPM UK Equity Core E Inc -0.34 -2.89 -3.04 16.88 8.25 29/01/2021
JPM UK Equity Core EQ Acc -0.32 -2.88 -3.03 16.90 8.26 29/01/2021
JPM UK Equity Core EQ Inc -0.32 -2.88 -3.02 16.88 8.24 29/01/2021
JPM UK Equity Core X Acc -0.39 -2.92 -3.01 - - 29/01/2021
JPM UK Equity Core X2 Acc -0.34 -2.88 -3.01 16.97 8.41 29/01/2021
JPM UK Equity Growth A Acc 0.13 -2.48 -2.80 11.92 9.22 29/01/2021
JPM UK Equity Growth A Inc 0.08 -2.51 -2.80 11.85 9.09 29/01/2021
JPM UK Equity Growth B Acc 0.06 -2.58 -2.82 11.92 9.32 29/01/2021
JPM UK Equity Growth B Inc 0.13 -2.49 -2.74 11.95 9.38 29/01/2021
JPM UK Equity Growth C Acc 0.05 -2.55 -2.78 12.00 9.49 29/01/2021
JPM UK Equity Growth C Inc 0.11 -2.47 -2.74 12.07 9.51 29/01/2021
JPM UK Equity Income A Acc -0.20 -3.10 -3.57 17.30 9.09 29/01/2021
JPM UK Equity Income A Inc -0.21 -3.09 -3.57 17.28 9.08 29/01/2021
JPM UK Equity Income B Acc -0.20 -3.08 -3.52 17.38 9.28 29/01/2021
JPM UK Equity Income B Inc -0.21 -3.08 -3.53 17.39 9.28 29/01/2021
JPM UK Equity Income C Acc -0.19 -3.02 -3.48 17.50 9.43 29/01/2021
JPM UK Equity Income C Inc -0.21 -3.09 -3.52 17.44 9.37 29/01/2021
JPM UK Equity Index E Acc -0.93 -2.77 -2.73 16.60 8.58 29/01/2021
JPM UK Equity Index X2 Acc -0.92 -2.76 -2.72 16.61 8.57 29/01/2021
JPM UK Equity Plus C (perf) Acc -0.07 -3.31 -3.71 13.52 6.78 29/01/2021
JPM UK Equity Plus C (perf) Inc -0.08 -3.26 -3.64 14.99 6.72 29/01/2021
JPM UK Equity Plus C Acc -0.07 -3.27 -3.74 14.69 6.27 29/01/2021
JPM UK Equity Plus C Inc -0.08 -3.26 -3.72 14.75 6.31 29/01/2021
JPM UK Equity Plus S Acc -0.10 -3.35 -3.71 14.78 6.43 29/01/2021
JPM UK Equity Plus S Inc -0.08 -3.31 -3.69 14.80 6.44 29/01/2021
JPM UK Equity Value A Acc 0.00 -2.97 -2.23 25.85 18.51 29/01/2021
JPM UK Equity Value A Inc 0.00 -2.99 -2.26 25.85 18.40 29/01/2021
JPM UK Equity Value B Acc 0.00 -3.00 -2.23 25.98 18.64 29/01/2021
JPM UK Equity Value B Inc 0.00 -2.98 -2.24 25.96 18.63 29/01/2021
JPM UK Equity Value C Acc 0.00 -3.01 -2.24 26.02 18.78 29/01/2021
JPM UK Equity Value C Inc 0.00 -3.05 -2.24 25.99 18.67 29/01/2021
JPM UK Equity Value I Acc 0.00 -3.01 -2.24 26.03 18.86 29/01/2021
JPM UK Equity Value I Inc 0.00 -2.97 -2.24 26.07 18.88 29/01/2021
JPM UK Focus A Acc 3.33 2.18 0.49 5.59 10.81 08/05/2015
JPM UK Focus A Inc 3.34 2.18 0.48 5.60 10.80 08/05/2015
JPM UK Focus B Acc -1.06 -0.07 -1.70 3.38 8.57 06/05/2015
JPM UK Focus C Acc 3.39 2.19 0.54 5.80 11.23 08/05/2015
Fund name Crown rating 0-12m (%) 12-24m (%) 24-36m (%) 36-48m (%) 48-60m (%)
JPM UK Equity & Bond Income C Inc 4 9.15 10.96 5.25 4.15 17.08
JPM UK Equity A Acc 3 24.86 13.45 3.43 6.70 -20.13
JPM UK Equity A Inc 3 24.84 13.45 3.40 6.71 -20.03
JPM UK Equity B Acc 3 - - - - -
JPM UK Equity B Inc 3 - - - - -
JPM UK Equity Blue Chip A Acc 3 8.25 15.29 1.20 1.47 18.24
JPM UK Equity Blue Chip A Inc 3 7.96 15.33 1.19 1.49 18.25
JPM UK Equity Blue Chip B Acc 3 8.78 15.88 1.70 2.01 18.83
JPM UK Equity Blue Chip C Acc 3 9.06 16.18 1.97 2.26 19.13
JPM UK Equity Blue Chip C Inc 3 8.69 16.16 1.92 2.27 19.12
JPM UK Equity C Acc 3 25.82 - - - -
JPM UK Equity C Inc 3 25.66 - - - -
JPM UK Equity Core E Acc 3 -10.26 17.60 -8.93 12.55 22.51
JPM UK Equity Core E Inc 3 -10.28 17.60 -8.92 12.54 22.51
JPM UK Equity Core EQ Acc 3 -10.24 17.62 -8.90 - -
JPM UK Equity Core EQ Inc 3 -10.32 17.57 -8.97 - -
JPM UK Equity Core X Acc 3 - - - - -
JPM UK Equity Core X2 Acc 3 -10.01 - - - -
JPM UK Equity Growth A Acc 4 -6.75 20.47 -9.28 14.27 17.83
JPM UK Equity Growth A Inc 4 -6.86 20.29 -9.37 14.28 17.81
JPM UK Equity Growth B Acc 4 -6.40 20.89 -8.92 14.91 18.37
JPM UK Equity Growth B Inc 4 -6.41 - - - -
JPM UK Equity Growth C Acc 4 -6.12 21.25 -8.62 15.17 18.69
JPM UK Equity Growth C Inc 4 -6.13 21.19 -8.71 15.18 18.69
JPM UK Equity Income A Acc 3 -11.02 19.26 -10.00 - -
JPM UK Equity Income A Inc 3 -11.00 19.24 -11.67 - -
JPM UK Equity Income B Acc 3 -10.76 - - - -
JPM UK Equity Income B Inc 3 -10.72 - - - -
JPM UK Equity Income C Acc 3 -10.55 19.75 -9.47 - -
JPM UK Equity Income C Inc 3 -10.60 19.82 -11.17 - -
JPM UK Equity Index E Acc -9.73 - - - -
JPM UK Equity Index X2 Acc -9.72 - - - -
JPM UK Equity Plus C (perf) Acc 3 -10.36 23.93 -9.86 16.76 22.00
JPM UK Equity Plus C (perf) Inc 3 -10.51 23.98 -9.87 16.72 21.99
JPM UK Equity Plus C Acc 3 -11.07 24.64 -10.30 16.89 21.78
JPM UK Equity Plus C Inc 3 -10.98 24.53 -10.35 16.91 21.73
JPM UK Equity Plus S Acc 3 -10.75 24.62 - - -
JPM UK Equity Plus S Inc 3 -10.77 24.31 - - -
JPM UK Equity Value A Acc 1 -14.09 12.28 -11.53 15.04 19.02
JPM UK Equity Value A Inc 1 -14.20 12.23 -11.68 15.10 18.99
JPM UK Equity Value B Acc 1 -13.88 12.70 -11.36 15.50 19.49
JPM UK Equity Value B Inc 1 -13.87 12.64 -11.30 15.30 19.59
JPM UK Equity Value C Acc 1 -13.70 12.93 -11.12 15.72 19.90
JPM UK Equity Value C Inc 1 -13.68 12.89 -11.11 15.69 19.99
JPM UK Equity Value I Acc 1 -13.54 13.08 -11.02 16.02 20.25
JPM UK Equity Value I Inc 1 -13.54 13.04 -10.98 15.97 20.29
JPM UK Focus A Acc 3 4.14 11.96 23.11 -4.58 17.38
JPM UK Focus A Inc 3 4.15 11.95 23.11 -4.58 17.36
JPM UK Focus B Acc 3 2.21 12.32 - - -
JPM UK Focus C Acc 3 4.91 12.73 24.02 -3.77 -
Fund name Currency Minimum initial investment Minimum top up Standard initial charge (%) Annual management charge (%) Total expense ratio (%) Ongoing charge (%)
JPM UK Equity & Bond Income C Inc GBX 5,000,000 100,000 0.00 0.60 0.78 0.780
JPM UK Equity A Acc GBX 1,000 100 3.00 1.50 1.68 1.680
JPM UK Equity A Inc GBX 1,000 100 3.00 1.50 1.68 1.680
JPM UK Equity B Acc GBX 1,000,000 100,000 0.00 1.00 1.18 1.180
JPM UK Equity B Inc GBX 1,000,000 100,000 0.00 1.00 - -
JPM UK Equity Blue Chip A Acc GBX 1,000 100 0.00 1.50 1.68 1.680
JPM UK Equity Blue Chip A Inc GBX 1,000 100 0.00 1.50 1.68 1.680
JPM UK Equity Blue Chip B Acc GBX 1,000,000 100,000 0.00 1.00 1.18 1.180
JPM UK Equity Blue Chip C Acc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
JPM UK Equity Blue Chip C Inc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
JPM UK Equity C Acc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
JPM UK Equity C Inc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
JPM UK Equity Core E Acc GBX 1,000 100 0.00 0.25 0.40 0.330
JPM UK Equity Core E Inc GBX 1,000 100 0.00 0.25 0.40 0.330
JPM UK Equity Core EQ Acc GBX 1,000 100 0.00 0.25 0.40 0.310
JPM UK Equity Core EQ Inc GBX 1,000 100 0.00 0.25 0.40 0.360
JPM UK Equity Core X Acc GBX 0 0 - - - -
JPM UK Equity Core X2 Acc GBX 0 0 0.00 - 0.04 0.040
JPM UK Equity Growth A Acc GBX 1,000 100 0.00 1.50 1.65 1.550
JPM UK Equity Growth A Inc GBX 1,000 100 0.00 1.50 1.65 1.650
JPM UK Equity Growth B Acc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM UK Equity Growth B Inc GBX 1,000,000 100,000 0.00 1.00 1.15 1.150
JPM UK Equity Growth C Acc GBX 5,000,000 100,000 0.00 0.75 0.90 0.850
JPM UK Equity Growth C Inc GBX 5,000,000 100,000 0.00 0.75 0.90 0.900
JPM UK Equity Income A Acc GBX 1,000 1,000 0.00 1.20 1.35 1.350
JPM UK Equity Income A Inc GBX 1,000 1,000 0.00 1.20 1.35 1.350
JPM UK Equity Income B Acc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM UK Equity Income B Inc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM UK Equity Income C Acc GBX 5,000,000 100,000 0.00 0.60 0.75 0.750
JPM UK Equity Income C Inc GBX 5,000,000 100,000 0.00 0.60 0.75 0.750
JPM UK Equity Index E Acc GBX 1,000 100 0.00 0.05 0.10 0.150
JPM UK Equity Index X2 Acc GBX 0 0 0.00 - 0.04 0.040
JPM UK Equity Plus C (perf) Acc GBX 5,000,000 100,000 0.00 0.46 0.61 0.560
JPM UK Equity Plus C (perf) Inc GBX 5,000,000 100,000 0.00 0.46 0.61 0.560
JPM UK Equity Plus C Acc GBX 5,000,000 100,000 0.00 0.75 0.90 0.850
JPM UK Equity Plus C Inc GBX 5,000,000 100,000 0.00 0.75 0.90 0.850
JPM UK Equity Plus S Acc GBX 2,000,000 100,000 0.00 0.38 0.53 0.530
JPM UK Equity Plus S Inc GBX 2,000,000 100,000 0.00 0.38 0.53 0.480
JPM UK Equity Value A Acc GBX 1,000 100 0.00 1.20 1.35 1.250
JPM UK Equity Value A Inc GBX 1,000 100 0.00 1.20 1.35 1.350
JPM UK Equity Value B Acc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM UK Equity Value B Inc GBX 1,000,000 100,000 0.00 0.80 0.95 0.950
JPM UK Equity Value C Acc GBX 5,000,000 100,000 0.00 0.60 0.75 0.750
JPM UK Equity Value C Inc GBX 5,000,000 100,000 0.00 0.60 0.75 0.750
JPM UK Equity Value I Acc GBX 20,000,000 100,000 0.00 0.60 0.60 0.600
JPM UK Equity Value I Inc GBX 20,000,000 100,000 0.00 0.60 0.60 0.600
JPM UK Focus A Acc GBX 1,000 100 3.00 1.50 1.68 1.680
JPM UK Focus A Inc GBX 1,000 100 3.00 1.50 1.68 1.680
JPM UK Focus B Acc GBX 1,000,000 100,000 0.00 1.00 1.18 1.180
JPM UK Focus C Acc GBX 5,000,000 100,000 0.00 0.75 0.93 0.930
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Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.

Fund data supplied by
Financial Express