Elevator Pitch: James Illsley

James Illsley, portfolio manager of JPM UK Equity Core Fund, takes on the Elevator Pitch challenge.

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Aug 05, 2017

In this first video of our Elevator Pitch series, James Illsley gives us some of the top facts about the JPM UK Equity Core Fund.

Read more about the JPM UK Equity Core Fund >

View more Elevator Pitch videos

Callum Abbot
JPM UK Equity Plus Fund
WATCH (01:32) >
James Illsley
JPM UK Equity Core Fund
WATCH (01:40) >

Guy Anderson

The Mercantile Investment Trust plc
WATCH (01:20) >
John Baker
JPM UK Dynamic Fund
WATCH (01:11) >
WATCH (01:11) >

JPM UK Equity Core Fund
  • Hello. My name is James Illsley. 00:03
  • I'm the manager of the JPM UK Equity Core Fund. 00:05
  • One of my hobbies is photography. 00:08
  • I think photography is very much like fund management. 00:11
  • It's a game of patience. 00:13
  • I was trying to take some photos of leopards 00:14
  • and it was a full day job to get that winning photograph. 00:17
  • So when I come to fund management, and when I see clients, 00:20
  • I think about that patience. 00:23
  • And the UK Equity Core Fund is one that does reward patience. 00:24
  • It's a low-risk, actively managed fund 00:29
  • that really seeks to focus on value, quality and momentum at the stock level. 00:31
  • What makes this fund different 00:36
  • is that since we launched it in March 2009 00:38
  • we've never underperformed on a three-year rolling time period. 00:41
  • Why clients are buying this fund is because of that core objective. 00:45
  • It's a fund that they can build a portfolio of other funds around, 00:48
  • and this one will be there as a foundation, as a bedrock 00:52
  • for that long-term holding, 00:55
  • delivering that consistent, incremental year-on-year performance 00:56
  • that we've delivered since launch. 01:00
  • Another key selling point of the fund is that focus on stock selection. 01:02
  • What does that mean for us? 01:06
  • We're trying to find stocks that are better value, 01:08
  • better quality, and better momentum than the market. 01:10
  • And we ensure that the bulk of the risk is at the stock level. 01:13
  • We don't take much macroeconomic or political risk within the fund. 01:17
  • We want that stock risk to come through 01:22
  • and not be blown off course by volatile economic and political events. 01:24
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