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JPM US SELECT EQUITY A USD - Fund overview

No Bestinvest rating

Overview of JPM US SELECT EQUITY A USD

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JPM US SELECT EQUITY A USD does not fall into either of these categories at present.

Standard Initial Charge

5.00% –

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	May, 2006
Size	£1,091m
Yield	0.0%
Charging basis	–
Dividends paid	Mar
Bid price	7,352.87p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.50%
Reduction in yield (10yr)	1.50%

Bestinvest says

No information available.

Portfolio

jpm us select equity a usd asset allocation illustration

Allocation		Proportion

	Equity	99%
	High yield bonds	–
	Quality bonds	–
	Property	1%
	Commodities	–
	Hedge	–
	Fund cash	–

jpm us select equity a usd equity geographic illustration

Allocation		Proportion

	UK	–
	Europe	–
	Nth America	100%
	Japan	–
	Pacific	–
	Other Equity	–

jpm us select equity a usd equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for JPM US SELECT EQUITY A USD

Investment process

Aims to achieve a return in excess of the US equity market by investing primarily in US companies. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in equity and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, the US, or that derive the predominant part of their economic activity from the US, even if listed elsewhere.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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