Value with quality built in
When selecting an equity fund to sit at the heart of an investment portfolio, it’s important to choose a strategy that can deliver long-term growth while also having the ability to navigate through a variety of market environments.
Conservative exposure to the US stock market
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Focused on quality
The fund invests in some of America’s largest companies, targeting high quality and consistent earnings.
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Seeks out value
Stocks trading on reasonable valuations can provide defensive qualities at times of market weakness.
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Invests in healthy dividends
Dividends have been an important positive contributor to the US stock market’s long-term total return.
Stable returns with lower risk
We maintain a diversified portfolio of large US companies with durable franchises, consistent earnings, strong balance sheets and experienced management teams. We believe these stocks have the quality needed to better withstand the market’s downs and provide lower volatility returns over time.
Since inception standard deviation (%)
Valuation focus provides a cushion in falling markets
We scrutinise stocks to understand how far their current market value is from their potential value, focusing our resources particularly on those companies that are trading below their intrinsic valuation. This focus on valuation has helped the fund to provide some downside protection in falling markets.
Since inception downside capture
A superior yield to the market, growing at a faster rate
The fund looks for companies paying a dividend of 2% or more, with below-average payouts relative to the rest of the market. We believe these stocks have the ability to reinvest for future earnings growth and deliver long-term dividend growth, contributing positively to overall stock market returns.
Dividends have been an important contributor to the S&P 500 total return over time
%, annualised returns
Where to buy this fund
The following are third party providers that you can use to invest in this fund.
Why US equity income with J.P. Morgan Asset Management?
The investment platforms mentioned above are presented for illustrative purposes only. The use of their logos does not imply an endorsement by J.P. Morgan Asset Management, nor is it intended to suggest an endorsement of J.P. Morgan Asset Management by these investment platforms.
For Professional Clients only – not for Retail use or distribution
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