JPM UK Equity Index X2 Acc
| Shares Class | Inc. |
|---|---|
| Yield | 2.96 |
| Total Expense Ratio | 0.04 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.96 |
| Total Expense Ratio | 0.04 |
Cumulative Performance
Discrete Performance
| Fund Size | 32,935,700.00 | Launch Date | 13/09/2019 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.04 |
| ISIN | GB00BJ0LS895 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.0400 (on 13/09/2019) |
Alex Hamilton
Michael Loeffler
Michael Loeffler is a Portfolio Manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. His responsibilities include implementation of the allocation strategy for the JPMorgan Investor Funds, a series of multi-asset funds. In addition, Michael serves as portfolio manager for the U.S. Equity Index strategy and assists in the management of the team’s enhanced index strategies. He is also responsible for producing research and reports to support the asset allocation investment process and performing manager due diligence reviews for the fund selection process. Michael joined the firm in 1999 as an investment operations analyst where he processed One Group mutual fund trades for trust accounts and then joined the current investment team in 2000. Prior to joining the firm, he was a mutual fund accountant at BISYS Fund Services. Michael earned a B.S. in Finance from Ohio University and is a CFA charterholder.
Nicholas D'Eramo
Nicholas W. D'Eramo, Executive Director, is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds, and the Strategic Mid-Institutional Asset Allocation Portfolios. In addition, Nick serves as a portfolio manager for the JPMorgan U.S. Equity Index Fund. His responsibilities include research, monitoring and communicating global economic data and trends, portfolio implementation and marketing support. Nick previously held several positions within the firm, including portfolio manager for the JPM International Equity Index Fund, equity trader for Bank One Investment Advisors and senior employee benefits reporting analyst in the Banc One Investment Management Group. Prior to joining the firm, he was a senior mutual fund accountant at BISYS Mutual Fund Services. Nick earned a B.A. in Finance from the University of Toledo and a M.S. in Financial Economics from Ohio University. He maintains Series 7 and 63 licenses.
Oliver Furby
| Name | Weight |
|---|---|
| Basic Materials | 8.00% |
| Consumer Goods | 14.00% |
| Consumer Services | 12.00% |
| Financials | 25.00% |
| Health Care | 9.00% |
| Industrials | 12.00% |
| Money Market | 1.00% |
| Oil & Gas | 7.00% |
| Technology | 1.00% |
| Telecommunications | 2.00% |
| Utilities | 3.00% |
| Name | Weight |
|---|---|
| ASTRAZENECA PLC | 5.00% |
| ROYAL DUTCH SHELL PLC | 4.00% |
| DIAGEO | 3.00% |
| GLAXOSMITHKLINE | 3.00% |
| HSBC HLDGS | 3.00% |
| BP | 2.00% |
| BRITISH AMERICAN TOBACCO | 2.00% |
| RECKITT BENCKISER GROUP PLC | 2.00% |
| RIO TINTO | 2.00% |
| UNILEVER PLC | 2.00% |
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.