JPM US Equity Income Fund

Select share classes

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

£2.369

arrow-down£-0.012 (-0.50%)

Fund Code

SPUEC

B7N0306

GB00B7N03064

Prices updated as at 23 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.
Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAndrew Brandon, Clare Hart, David Silberman
2.58
2.16
Fund comparative indexS&P 500 TR (Net of 15% withholding tax)
North America
-
0.81
0.13
0.00
Other Equity
No
Fund providerJPMorgan Funds Limited
Share class launch date20 Aug 2012
£2.42b
-
2.11
-
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.


Important Information

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