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



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

£3.616

arrow-down£-0.004 (-0.11%)

Fund Code

SPUIA

B3FJQ48

GB00B3FJQ482

Prices updated as at 17 Sep 2021
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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.

Growth of £1,000 as of 17 Sep 2021, 20:09

Trailing returns (%) as of 17 Sep 2021, 20:09

Annual performance (%)

YearThis fundUS Large-Cap Value Equity
30 Jun 10 - 30 Jun 1123.8020.49
30 Jun 11 - 30 Jun 128.69-0.74
30 Jun 12 - 30 Jun 1327.6026.97
30 Jun 13 - 30 Jun 147.708.23
30 Jun 14 - 30 Jun 1512.7910.16
30 Jun 15 - 30 Jun 1620.0615.69
30 Jun 16 - 30 Jun 1720.2119.42
30 Jun 17 - 30 Jun 188.917.01
30 Jun 18 - 30 Jun 1914.748.36
30 Jun 19 - 30 Jun 20-4.46-5.06
30 Jun 20 - 30 Jun 2125.6226.36

Trailing returns (%)

YearThis fundUS Large-Cap Value Equity
1 Day-0.110.67
1 Month-2.45-1.02
3 Months1.922.42
6 Months8.757.11
1 Year21.9625.16
3 Years annualised9.407.45
5 Years annualised11.829.56
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.