JPM US Equity Income Fund C - Net Accumulation
Category US Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£4.637
£0.047 (+1.02%)
Fund Code
SPUIA
B3FJQ48
GB00B3FJQ482
Prices updated as at 16 May 2025
|
Prices in GBP
Investment objective
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). 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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Andrew Brandon, Clare Hart, David Silberman |
| 5.17 | |
| 4.23 | |
| Fund comparative index | S&P 500 TR (Net of 15% withholding tax) |
| North America | |
| - | |
| 0.74 | |
| 0.12 | |
| 0.00 | |
| US Equity Income | |
| No | |
| Fund provider | JPMorgan Funds Limited |
| Share class launch date | 11 Jul 2011 |
| £2.42b | |
| - | |
| 2.17 | |
| - | |
| Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
