JPM US Select Fund C - Net Accumulation

Category US Large-Cap Blend Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£9.779

arrow-up£0.057 (+0.59%)

Fund Code

SPSSA

B2Q5DR0

GB00B2Q5DR06

Prices updated as at 24 Apr 2024

Prices in GBP

Investment objective

To provide capital growth by investing in a portfolio of equity securities of US companies. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the US.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Our view

JPM US Select Fund seeks to invest in a portfolio of US securities. The fund is managed by an experienced team of Scott Davis, Susan Bao and David Small.

The team, supported by over 25 analysts, view investing as buying fractional ownership in businesses. Thus, they look not at what companies can deliver next quarter, but rather what they can return over a five year business cycle.

The team employ the Dividend Discount Model of investing pioneered in the 1980’s by Tom Luddy who previously managed the strategy.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.