JPM Us Equity Income Fund

Select share classes

JPM US Equity Income Fund C - GBP Hedged Net Income

Category Other Equity


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

£2.265

arrow-down£-0.006 (-0.26%)

Fund Code

SPUEC

B7N0306

GB00B7N03064

Prices updated as at 27 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAndrew Brandon, Clare Hart, David Silberman
2.29
1.93
Fund comparative indexS&P 500 TR (Net of 15% withholding tax)
North America
-
0.82
0.11
0.00
Other Equity
No
Fund providerJPMorgan Funds Limited
Share class launch date20 Aug 2012
£3.59b
-
2.31
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.