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.
- Managed by a strong investment team, leveraging the insights of over 20 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
Source: J.P. Morgan Asset Management Quantitative Equity Research. The lines illustrate the growth of 1 U.S. dollar from 01.01.1990 to 31.12.2017. The Y-axis illustrates the portfolio values with a log scale. Each yield/payout combination illustrates compounded total returns: price appreciation + dividend payment. The benchmark is the equal weighted S&P 500 Index. *Morningstar Rankings/Universe and Morningstar Quartile™: © Morningstar. All Rights Reserved. Trailing three-year returns as of 31.03.2017 based on the NAV of the share class A Net (acc) in GBP with income (Net) reinvested including actual ongoing charges excluding any entry and exit fees.
Past performance is not a reliable indicator of current and future results.
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
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.
- JPM US Equity Income Fund C - Net Income (GBP Hedged) - KIID
- JPMorgan Fund ICVC - Prospectus
- OEIC application form
- Supplementary Information Document
- JPMorgan Fund ICVC - Interim Report & Accounts
- JPMorgan Fund ICVC - Annual Report & Accounts
- JPM US Equity Income Fund - Interim Report Short Form
- Pre-sale Cost & Charges
For Professional Clients only – not for Retail use or distribution.
This is a promotional page 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 reader. Any research on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to current and future performance. 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 product(s), there can be no assurance that those objectives will be met.
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 Marketing Limited. 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.
*Morningstar Analyst rating, Rayner Spencer Mills rating, Square Mile Research rating and The Adviser Centre rating as at 01 March 2018.
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.