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

£4.397

arrow-up£0.00 (+0.00%)

Fund Code

SPUIA

B3FJQ48

GB00B3FJQ482

Prices updated as at 16 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.

Growth of 1,000 as of 16 Apr 2024, 19:04

Trailing returns (%) as of 16 Apr 2024, 19:04

Annual performance (%)

YearThis fundUS Equity Income
31 Mar 13 - 31 Mar 149.277.57
31 Mar 14 - 31 Mar 1526.2422.59
31 Mar 15 - 31 Mar 161.855.47
31 Mar 16 - 31 Mar 1733.7731.81
31 Mar 17 - 31 Mar 18-3.45-4.43
31 Mar 18 - 31 Mar 1917.2515.85
31 Mar 19 - 31 Mar 20-7.19-10.63
31 Mar 20 - 31 Mar 2133.2733.55
31 Mar 21 - 31 Mar 2220.4419.01
31 Mar 22 - 31 Mar 23-2.29-0.05
31 Mar 23 - 31 Mar 2413.0814.23

Trailing returns (%)

YearThis fundUS Equity Income
1 Day-1.52-1.09
1 Month0.210.98
3 Months5.196.05
6 Months9.0810.73
1 Year8.1713.88
3 Years annualised8.319.91
5 Years annualised9.2410.71
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.