JPM US Equity Income Fund B - Net Income - J.P. Morgan Asset Management
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JPM US EQUITY INCOME FUND

We cherry pick consistent US dividends that support stable growth

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.
 

Morningstar 4 star *

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key Points

Expertise
  • Managed by a strong investment team, leveraging the insights of over 20 US equity research analysts.
Portfolio
  • Invests in high-quality US companies with attractive valuations and healthy dividends.
Success
  • Top-quintile downside protection and lower volatility than peers since the inception of the fund.*
SINCE INCEPTION DOWNSIDE CAPTURE

Source: Factset, J.P. Morgan Asset Management as at 30.06.2018 *Morningstar Rankings/Universe and Morningstar Quartile™: © Morningstar. All Rights Reserved. Trailing three-year returns as of 30.06.2018 based on the NAV of the share class A (net acc) in GBP with income reinvested including actual ongoing charges excluding any entry and exit fees.

Past performance is not a reliable indicator of current and future results.

Read full fund story

Views from Clare Hart, Portfolio Manager, JPM US Equity Income Fund

Watch Clare Hart share her insights on managing the JPM US Equity Income Fund.

What is the fund approach?

Strategy since inception

Impact of the financial crisis

View on valuations

2% dividend yield threshold

Staying invested in the US

Performance review

JPM US Equity Income fund update

JPM US Equity Income in the news

Find out “Why the US can be the real thing for dividend income” according to The Mail on Sunday. Read the article >

By sharing this third-party content, J.P. Morgan Asset Management does not endorse or attest to its completeness and accuracy; and the content does not necessarily represent the views of J.P. Morgan Asset Management.


Performance

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Management

Fund Managers

For more information about this fund, please refer to the product information below.

Documents

Important information

For Professional Clients only – not for Retail use or distribution

This is a marketing communication and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Condition, copies of which can be obtained free of charge from JPMorgan Asset Management (UK) Limited. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

MoS article: 62913440-e186-11e7-8c01-005056960c8a; 6282dc60-e186-11e7-92b0-005056960c63

*Morningstar Analyst rating,  Rayner Spencer Mills rating, Square Mile Research rating and The Adviser Centre rating as at 01 October 2018.

Morningstar Ratings TM: 2018 Morningstar. All rights reserved.

FE Invest Approved © 2018 FE. All rights reserved.