JPM Us Equity Income Fund

Select share classes

JPM US Equity Income Fund C - Net Accumulation

Category US Equity Income



star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£4.531

arrow-up£0.072 (+1.61%)

Fund Code

SPUIA

B3FJQ48

GB00B3FJQ482

Prices updated as at 28 Mar 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
star-filledstar-filledstar-filled
5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filledstar-filled
10 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
star-filledstar-filledstar-filled
Overall
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
-2.841.13
0.940.73
-0.75-0.30
83.1576.93
-0.180.92
9.919.13
4.095.42

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.