JPM US Select Fund B - Net Accumulation - J.P. Morgan Asset Management
CLOSE

JPM US SELECT FUND

Core exposure to our US insights.

Our US Select Fund aims to identify attractively-valued long-term opportunities through a robust investment process powered by the insights of our US analysts.

Morningstar 5 star      *

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key Points

Expertise
  • Benefits from the insight of our dedicated team of over 25 research analysts.
Portfolio
  • Emphasises attractively-valued long-term stock ideas ranked the highest by our analysts.
Success
  • Stocks ranked the highest by our analysts have added value for almost three decades, resulting in top-quartile fund performance over 10 years.*
Annualised performance of stock research rankings, by quintile, vs. S&P 500 Index, since 1 January 1986

Source: J.P. Morgan Asset Management; data as of 31.03.2017. The chart shows the annualised performance of stocks across J.P. Morgan’s research universe, compared to the US stock market (S&P 500). Stocks are split into quintiles, where quintile 1 represents the stocks that we have ranked as being the most attractively valued. Quintile performance results have certain inherent limitations. Unlike an actual performance record, quintile results do not represent actual trading, liquidity constraints, fee schedules and transaction costs. Past performance is not necessarily a reliable indicator for current and future performance. *Morningstar Rankings/Universe and Morningstar Quartile™: © Morningstar. All Rights Reserved. Trailing ten-year returns as of 31.12.2016 based on NAV Share class A, GBP net of actual ongoing charges and any entry and exit fees

Read full fund story

Performance

Performance widget loading ...

Fees

Fees widget loading ...

Portfolio

Portfolio widget loading ...

Management

Fund Managers

For more information about this fund, please download the commentary below.

Read the latest Market Insights   Read the latest Investment Insights  

Documents

Important information

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.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

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, FE Crown rating as at 01 July 2017.

Morningstar rating based on the C Net (Acc) GBP as at 01 July 2017.

Morningstar RatingsTM: © 2017 Morningstar. All rights reserved.

Rayner Spencer Mills rating at 01 July 2017.

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.
FX Adjusted returns have been calculated by J.P. Morgan Asset Management. Blended benchmarks have been calculated by J.P. Morgan Asset Management. Sector Average-Copyright © 2017 Morningstar, Inc. All Rights Reserved.
All performance returns are calculated using the quoted price of shares with gross income reinvested. Quoted price can swing between the NAV, Bid price and Offer price depending on the cash flow movements of the fund.