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JPM US SELECT A - Fund overview

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Overview of JPM US SELECT A

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

Standard Initial Charge

4.25% 0.00%

Invest via Bestinvest

to save 4.25%

Find out how to invest

Fund summary

Sector	North America
Product type	OEIC
Launched	April, 2008
Size	£103m
Yield	0.0%
Charging basis	–
Dividends paid	30/04
Bid price(inc)	64.37p
Bid price(acc)	65.01p

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	1.69%
Reduction in yield (10yr)	1.69%

Bestinvest says

No information available.

Portfolio

jpm us select a asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

jpm us select a equity geographic illustration

Allocation		Proportion

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

jpm us select a equity capitalisation illustration

Allocation		Proportion

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

View all performance data for JPM US SELECT A

Investment process

The fund aims to achieve return in excess of S&P 500 by investing in US equities. At least 67% of the fund will be invested in equity and equity linked securities of the companies that have their registered office in the US or have predominant part of their economic activity in the country. The fund can also invest in Canadian companies.
Fixed and floating rate debt securities, cash, cash equivalents and derivatives are permitted.

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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