JPM US EQUITY INCOME FUND
A strategy that aims to pay dividends for your clients - now with a Silver Morningstar OBSR Analyst Rating
The JPM US Equity Income Fund focuses on high-quality companies with sustainable dividend yields providing an ideal way for your clients to share in the attractive long-term returns from the US stock market.
"The fund shares in the profits of corporate America by investing in high-quality US companies that have strong brands, stable profits and the ability to return cash to shareholders through a sustainable dividend." Clare Hart, portfolio manager
Dividend investing can increase long-term returns
We believe a focus on investing in high-quality companies with sustainable dividend yields can generate strong returns over time and help reduce overall volatility.
Invest in the best of corporate America
- Half of the top 100 global brands are American
- US corporations dominate nearly half of the world market cap (MSCI as at 30 Sept 2014)
- US companies play an integral part in all our daily lives
In their words (as of 30 Sep 2015)
Stock selection in the consumer discretionary and information technology sectors proved lacklustre in the quarter. Lack of exposure to non-dividend payers Google and Amazon.com detracted from performance. On the other hand, stock selection in the financials and consumer staples sectors was strong. In particular, an overweight position in Altria in the consumer staples sector was the largest positive contributor for the period. Shares of Altria rallied on news of a potential Anheuser Bush InBev/SABMiller merger. Altria will play a meaningful role in this merger as it controls around 27% of SABMiller and has two seats on the company's board.