JPM Global Equity Income Fund

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JPM Global Equity Income Fund C - Net Accumulation

Category Global Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£3.859

arrow-up£0.059 (+1.55%)

Fund Code

SPGEC

B235J20

GB00B235J206

Prices updated as at 02 May 2025
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Prices in GBP
Investment objective
To provide a portfolio designed to achieve income by investing, at least 80% of the Fund's assets globally, in equities, in any economic sector whilst participating in capital growth over the long-term (5-10 years). At least 80% of assets invested in equities of companies anywhere in the world, including emerging markets, that generate income. In search of income, the Fund may be concentrated and may have significant positions in specific sectors or countries from time to time.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGlobal Equity Income
31 Mar 14 - 31 Mar 1517.0213.05
31 Mar 15 - 31 Mar 161.550.46
31 Mar 16 - 31 Mar 1726.2925.99
31 Mar 17 - 31 Mar 180.06-2.45
31 Mar 18 - 31 Mar 1912.447.81
31 Mar 19 - 31 Mar 20-3.28-9.74
31 Mar 20 - 31 Mar 2137.8528.66
31 Mar 21 - 31 Mar 2218.8011.82
31 Mar 22 - 31 Mar 234.911.37
31 Mar 23 - 31 Mar 2412.9912.11
31 Mar 24 - 31 Mar 251.984.58

Trailing returns (%)

YearThis fundGlobal Equity Income
1 Day1.551.24
1 Month-2.18-1.25
3 Months-8.08-4.68
6 Months-2.061.06
1 Year2.966.15
3 Years annualised6.326.02
5 Years annualised13.4110.21
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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