Important Information
1. The Fund invests primarily (at least 70%) in equity securities of listed companies, globally, and using derivatives where appropriate.
2. The Fund is therefore exposed to risks related to equity, derivatives, concentration, emerging markets, smaller companies, currency, hedging, class currency and currency hedged classes. RMB hedged class also exposes to risks associated with the RMB currency. RMB is currently not freely convertible and RMB convertibility from offshore RMB (CNH) to onshore RMB (CNY) is a managed currency process subject to foreign exchange control policies of and restrictions imposed by the Chinese government. There can be no assurance that RMB will not be subject to devaluation at some point. The Manager may, under extreme market conditions when there is not sufficient RMB for currency conversion and with the approval of the Trustee, pay redemption monies and/or distributions in USD.
Aiming to generate a high level of income
Prospects for capital appreciation by allocating to quality dividend stocks
A global equity income portfolio that leverages a 30+ year research process
Going beyond traditional equity dividends to generate income
What makes Global Equity High Income Strategy (GEHI) unique?
Global Equity High Income Strategy goes beyond traditional equity dividend to generate additional income. We use option strategy to collect option premiums, so there are two sources of income to complement each other.
Why global equity income?
-
Dividend growth will likely accelerate
-
Dividend has been a critical contributor to total return over time
-
Discounted high-yield stocks present relatively attractive valuations
-
Global dividend stocks captured less of the downside
Source: Bloomberg, J.P. Morgan Asset Management, as of 30.09.2025. Global equities refer to MSCI All Country World Index (MSCI ACWI). Forecasts, projections and other forward looking statements are based upon current beliefs and expectations. They are for illustrative purposes only and serve as an indication of what may occur. Given the inherent uncertainties and risks associated with forecast, projections or other forward statements, actual events, results or performance may differ materially from those reflected or contemplated.
Source: J.P. Morgan Asset Management, Bloomberg, as of 30.09.2025. Index launch date: 31.12.1987, Initial value = 100, There is no guarantee that companies that can issue dividends will declare, continue to pay, or increase dividends. Past performance is not a reliable indicator of current and future results.
Source: J.P. Morgan Asset Management, as of 30.09.2025. Global higher yielders are the top 40% of companies in the MSCI World Index that are expected to pay the highest dividends in the next fiscal year, based on consensus estimates. P/E refers to the consensus price to earnings multiple estimate for the next fiscal year.
Global dividend stocks captured less of the downside compared to the broader market
Source: Morningstar, as of 30.09.2025.
More Investment Ideas
Opportunities of Equity High Income in 3 market scenarios
Combining dividend stocks with an options overlay strategy can present diverse investment opportunities across different market scenarios. Watch the 1-minute video to learn more.
What connects an apple tree, a supportive net and equity income?
Watch how our options premium strategy works to help enhance an equity income portfolio.
Explore equity high income strategies amid market swings
We showcase how investors can stay invested in equities via high income strategies in uncertain times.
The power of equity income investing
We believe equities should remain a fundamental component of asset allocation. The key is to broaden allocations to encompass a more diverse selection of stocks and to adopt a total return approach.
1. The industries above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.
2. There is a potential to forego some capital appreciation as a result of selling call options.
3. Please refer to the fund’s offering documents for further details on its objectives. The manager seeks to achieve its stated objectives and there is no guarantee they will be met.
Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice. The manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.
Diversification does not guarantee investment return and does not eliminate the risk of loss. Yields are not guaranteed. Positive yield does not imply positive return.
Investment involves risk. Not all investments are suitable for all investors. Past performance is not a reliable indicator of current and future results. Please refer to the offering document(s) for details, including the risk factors. Investors should consult professional advice before investing. Investments are not similar to or comparable with fixed deposits. The opinions and views expressed here are as of the date of this publication, which are subject to change and are not to be taken as or construed as investment advice. Estimates, assumptions and projections are provided for information only and may or may not come to pass. This document has not been reviewed by the SFC. Issued by JPMorgan Funds (Asia) Limited.