JPM US EQUITY INCOME FUND
Taking an income approach to US equity pays dividends
The US Equity Income Fund focuses on high quality, attractively valued companies with healthy and sustainable dividend yields, providing an ideal way to share in the future growth of the US stock market.
Interview with fund manager Clare Hart >
Competitive performance with attractive risk characteristics
The US Equity Income Fund’s conservative approach has captured strong returns, while limiting exposure to falling markets.
Falls less in down markets (%)
S&P 500 TOTAL RETURN INDEX: DIVIDENDS AND CAPITAL APPRECIATION
Square Mile’s Talking Factsheet
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Source: Square Mile Academy of Funds. All data has been sourced independently as at the dates supplied within the video. The content has been reproduced with permission from Square Mile and all opinions are their own.
Morningstar Ratings TM: 2016 Morningstar. All rights reserved.
The Adviser Centre is a trading name of City Financial Investment Company Limited.
The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision. Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.