Cumulative performance of an original investment of £100.
Source: J.P. Morgan Asset Management. Past performance is not a guide to the future. Performance data has been calculated including tax, ongoing charges and portfolio transaction costs and excluding entry and exit charges, with any income reinvested, in GBP.
Source: J.P. Morgan Asset Management. Past performance is not a guide to the future. Total return, net of charges and any applicable fees using capital only Net Asset Values (NAVs) with net dividend (if any) reinvested, in sterling. For detail see the Trust’s latest Report & Accounts.
Source: J.P. Morgan Asset Management. Past performance is not a guide to the future.
Direct OEIC investment (i.e. not within an ISA or SIPP) is subject to minimums and
charges set out in the fund’s Prospectus. For further information about investment
trust charges, please see the Investment Trust Profiles.
The SRRI (Synthetic Risk and Reward Indicator) is a measure of the overall risk and reward profile of a fund. Funds are categorised on a scale from 1 to 7, with 1 being lowest risk and 7 being highest risk. Typically, the SRRI is derived from the volatility of past returns over a 5-year period.
Morningstar Inc. is a provider of independent investment research and ratings.
Why invest in this fund?
The Fund may suit investors looking for a primarily UK, stand-alone Equity investment that offers the potential for long-term capital growth.
Investors should look to hold an investment in the Fund for at least five years.
Points to consider
The value of your investment may fall as well as rise and you may get back less than you originally invested.
The value of Equity and Equity-Linked Securities may fluctuate in response to the performance of individual companies and general market conditions.
The Fund may have greater volatility compared to broader market indices as a result of the Fund’s focus on growth stocks.
The single market in which the Fund primarily invests, in this case the UK, may be subject to particular political and economic risks and, as a result, the Fund may be more volatile than more broadly diversified funds.
The Morningstar-sourced information is provided to you by J.P. Morgan Asset Management Marketing Ltd. and is at your own risk. You agree that Morningstar and J.P. Morgan Asset Management Marketing Ltd. are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. J.P. Morgan Asset Management informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Tax benefits and liabilities depend on individual circumstances and may change in the future.
Past performance is not a guide to the future.
For the fund or trust specific investment risks, please see either Points to consider below, the Key Investor Information Document or Investment Trust Profiles.
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