JPM US Select Fund C - Net Accumulation

Category US Large-Cap Blend Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£10.44

arrow-down£-0.17 (-1.60%)

Fund Code

SPSSA

B2Q5DR0

GB00B2Q5DR06

Prices updated as at 27 Mar 2025

Prices in GBP

Investment objective

To provide capital growth by investing in a portfolio of equity securities of US companies. At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the US.

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.

Our view

JPM US Select Fund seeks to invest in a portfolio of US securities. The fund is managed by an experienced team of Scott Davis, Susan Bao and David Small.

The team, supported by over 25 analysts, view investing as buying fractional ownership in businesses. Thus, they look not at what companies can deliver next quarter, but rather what they can return over a five year business cycle.

The team employ the Dividend Discount Model of investing pioneered in the 1980’s by Tom Luddy who previously managed the strategy.

Important Information

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