JPM US Equity Income C Net Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.78%
  • 3 Year sharpe0.75
  • 3 Year alpha2.43
  • Distribution Typeaccumulation
  • BenchmarkS&P 500 TR (Net of 15% withholding tax)
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.79%
  • IA SectorNorth America
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00B3FJQ482

Investment Strategy

To provide a portfolio designed to achieve income by investing at least 80% of the Fund’s assets in US equities in any economic sector whilst participating in capital growth over the long-term (5-10 years).

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