JPM US EQUITY INCOME FUND
A conservative approach to US equities pays dividends.
The US Equity Income Fund focuses on high-quality US companies with healthy and sustainable dividends, providing lower volatility access to US stock market growth.
- Managed by a strong investment team, leveraging the insights of over 25 US equity research analysts.
- Invests in high-quality US companies with attractive valuations and healthy dividends.
- Top-quintile risk-adjusted returns with bottom-quintile volatility over three years.*
GROWTH OF 1 U.S. DOLLAR BASED ON DIVIDEND YIELD & PAYOUT RATIO
Square Mile’s Talking Factsheet
Talking Factsheets is a service for users of Square Mile’s Academy of Funds. Focusing on funds drawn from their Rated, Recommended, and Positive Prospects fund lists, Talking Factsheets combine Square Mile’s independent, qualitative fund research with user-friendly video content, providing viewers with the opportunity to see and hear Square Mile’s fund analysts giving first-hand, expert perspectives on the funds.
Source: Square Mile Academy of Funds January 2017. All data has been sourced independently by Square Mile. The content has been reproduced with permission from Square Mile and all opinions are their own. This video has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the viewer.
Morningstar rating based on the C Net (Acc) GBP share class, as at May 2017.
Morningstar Ratings TM: 2017 Morningstar. All rights reserved.
FE Invest Approved © 2017 FE. 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.