JP Morgan US Equity Income

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JPM US Equity Income Fund C - Net Accumulation

A Select 50 Fund - Fidelity insight
Category US Large-Cap Value Equity

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


arrow-down£-0.004 (-0.11%)

Fund Code




Prices updated as at 17 Sep 2021
Prices in GBP

Investment objective
To provide a portfolio designed to achieve income by investing primarily in US Equities in any economic sector whilst participating in long term capital growth.

Company name
JPMorgan Funds Limited
Fund launch date
15 Dec 2008
United Kingdom
Lead manager
Clare Hart
Lead manager start date
15 Dec 2008
Lead fund manager biography
Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant.
Fund manager
Andrew Brandon
Manager start date
04 Nov 2019
Fund manager biography
Silvia Trillo, managing director, is a portfolio manager on the SmartRetirement and SmartSpending portfolios in Multi-Asset Solutions. She was previously the head of the Multi-Asset Solutions Manager Research team. In this role she managed the team, drove the research agenda and focused research and analysis efforts on a wide variety of strategies across J.P. Morgan Asset Management. Prior to joining Multi-Asset Solutions in 2011, Silvia was a Director of Manager Research for Chase Investment Services, where she oversaw the manager due diligence process across all advisory Chase Investment products, as well as the integrated post-merger, legacy Bank One, and Washington Mutual advisory platforms. Silvia also served as portfolio manager for the Chase Strategic Portfolios; a multi-asset/multi-manager Unified Managed Account platform; and has experience working within the Private Bank across product management, product development and manager due diligence. Silvia holds a Bachelor of Arts in Political Science from Rutgers University and an MBA (Finance & Accounting concentration) from Tulane University.
Head office
60 Victoria Embankment
United Kingdom
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