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JPM US EQUITY INCOME A HEDGED - Fund overview

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Overview of JPM US EQUITY INCOME A HEDGED

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

Standard Initial Charge

4.25% 0.00%

Fund summary

Sector	North America
Product type	OEIC
Launched	February, 2010
Size	£656m
Yield	2.4%
Charging basis	–
Dividends paid	31/1, 30/4, 31/7, 31/10.
Bid price	69.22p

Fund Charges

Standard Initial charge	4.25%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.68%
Reduction in yield (10yr)	1.68%

Bestinvest says

No information available.

Portfolio

jpm us equity income a hedged asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

jpm us equity income a hedged equity geographic illustration

Allocation		Proportion

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

jpm us equity income a hedged equity capitalisation illustration

Allocation		Proportion

	Large Caps	72%
	Mid Caps	23%
	Small Caps	5%

View all performance data for JPM US EQUITY INCOME A HEDGED

Investment process

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.

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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