JP Morgan US Equity Income

Select share classes

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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 31 Aug 2021

1 year3 years
-4.121.58
1.000.88
-1.260.11
89.1388.16
2.000.66
12.5915.70
4.155.78

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.