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JPM US EQUITY INCOME C

Bestinvest LogoEquity income fund invested in large and mid-cap stocks.

PRICE (INC)

424.1p

PRICE (ACC)

408.7p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.77%

YIELD

2.6%

1 YEAR
-10.34%
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Prices as at 05 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

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 summary

SectorNorth America
StructureOEIC
LaunchedJuly 2011
Size£3,754m
Yield2.6%
Dividends paidJanuary

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.77%

Investment Process

JPM employ a bottom-up fundamental approach to stock selection, constructing portfolios based on company fundamentals, quantitative screening, and proprietary fundamental analysis. The goal is to create a portfolio that yields 1% above that of the S&P 500. JPM’s investment philosophy is based on the premise that stock selection, focused on undervalued companies with durable franchises and strong management, should generate consistent returns over the long term. The cornerstone of JPM’s investment philosophy is the belief that companies and their management teams who demonstrate an ability to generate free cash flow on a consistent basis, coupled with superior expertise in capital allocation will maximize per share earnings growth over the long term. Ultimately, successful identification of these companies will increase the probability of providing consistent above average returns for clients over a market cycle.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning