JPM US Equity Income Fund

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JPM US Equity Income Fund C - GBP Hedged Net Income

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

£2.332

arrow-down£-0.017 (-0.72%)

Fund Code

SPUEC

B7N0306

GB00B7N03064

Prices updated as at 07 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.
Company name
JPMorgan Funds Limited
Fund launch date
02 Feb 2009
Domicile
United Kingdom
UCITS
Yes
Lead manager
Clare Hart
Lead manager start date
15 Dec 2008
Lead fund manager biography
Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant.
Fund manager
Andrew Brandon
Manager start date
04 Nov 2019
Fund manager biography
Andrew Brandon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2000, Andrew joined the investment team in 2012 as an investment analyst on the JPMorgan Equity Income and Growth and Income Funds. Prior to joining the team Andrew was a member of our US equity research team covering the financial industry. Andrew has also worked in the JPMorgan Private Bank supporting portfolio managers of both the U.S. large cap core equity product, and the U.S. large cap value product. Andrew obtained a B.A. in economics from the University of Virginia, and an M.B.A. from the University of Florida. He is a CFA charterholder."
Head office
60 Victoria Embankment
London
United Kingdom
EC4Y 0JP
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