JPM US Equity Income Fund C - Net Accumulation
Category US Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£4.371
£-0.01 (-0.23%)
Fund Code
SPUIA
B3FJQ48
GB00B3FJQ482
Prices updated as at 18 Apr 2024
Prices in GBP
Investment objective
To provide a portfolio designed to achieve income by investing at least 80% of the Fund’s assets in US equities in any economic sector whilst participating in capital growth over the long-term (5-10 years). 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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 19 Apr 2024, 13:04
Trailing returns (%) as of 19 Apr 2024, 13:04
Annual performance (%)
Year | This fund | US Equity Income |
---|---|---|
31 Mar 13 - 31 Mar 14 | 9.27 | 7.57 |
31 Mar 14 - 31 Mar 15 | 26.24 | 22.59 |
31 Mar 15 - 31 Mar 16 | 1.85 | 5.47 |
31 Mar 16 - 31 Mar 17 | 33.77 | 31.81 |
31 Mar 17 - 31 Mar 18 | -3.45 | -4.43 |
31 Mar 18 - 31 Mar 19 | 17.25 | 15.85 |
31 Mar 19 - 31 Mar 20 | -7.19 | -10.63 |
31 Mar 20 - 31 Mar 21 | 33.27 | 33.55 |
31 Mar 21 - 31 Mar 22 | 20.44 | 19.01 |
31 Mar 22 - 31 Mar 23 | -2.29 | -0.05 |
31 Mar 23 - 31 Mar 24 | 13.08 | 14.23 |
Trailing returns (%)
Year | This fund | US Equity Income |
---|---|---|
1 Day | -0.23 | -0.35 |
1 Month | -0.11 | -0.30 |
3 Months | 5.84 | 5.35 |
6 Months | 6.74 | 8.62 |
1 Year | 6.45 | 11.64 |
3 Years annualised | 8.00 | 9.39 |
5 Years annualised | 9.03 | 10.38 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.