01 Mar 2021
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
JPM UK Equity Core has a 1% tracking error relative to the FTSE All Share which is achieved by having a stock and sector overweights and underweights of a maximum of 30bps. The fund is a low-cost, low active risk, actively managed strategy, offering exposure to core UK equities and exploiting a rigorously applied, disciplined process in seeking to deliver consistent risk-adjusted returns. They employ an active, bottom-up, team-based investment approach, which focuses on maximising exposure to Value, Quality and Momentum investment styles. The team focus as much on portfolio construction as portfolio selection aiming to mitigate incidental risk (e.g. market cap, sector), and ensure performance is driven by stock selection and exposure to Value, Quality and Momentum.
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This information is for UK Professional Advisers only and should not be given to retail clients.The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
Rayner Spencer Mills Research Limited is a limited company registered in England and Wales under Company Registration Number 5227656. Registered office: Number 20, Ryefield Business Park, Belton Road, Silsden, BD20 0EE. RSMR is a registered trademark.