UK equity

We maintain UK equity strategies across the risk/reward spectrum.

All UK equity strategies are managed within our highly-regarded European Equity Group and apply our Behavioural finance process.

Key strategies

UK Equity
a highly risk-controlled core UK equity fund that aims to outperform the FTSE All-Share Index by 1%pa, before fees, over a three-year period.

UK Specialist Equity
a medium-risk UK equity strategy looking to outperform the FTSE All-Share Index by 2%pa before fees over a three-year period.

UK Dynamic
a high alpha fund that can invest in our best UK equity ideas irrespective of benchmark weightings.

UK Small Cap
a fund that aims to invest in the UK’s strongest growth and value small-cap stocks.

Key to symbols

    Risk
Process Low Med High
Behavioural finance Behavioural Finance process - Low risk Behavioural Finance process - Medium risk Behavioural Finance process - High risk
Research driven Research driven process - Low risk Research driven process - Medium risk Research driven process - High risk
Manager driven Manager driven process - Low risk Manager driven process - Medium risk Manager driven process - High risk

Commentary & Analysis

J.P. Morgan Market Views
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