JPM US Equity Income Fund
Targeting stocks that can deliver long-term returns and a growing income
The JPM US Equity Income Fund targets a dividend yield of 1% above the S&P 500 Index, while providing the potential for stronger long-term capital appreciation through reinvesting dividends.
Key selling points – at a glance
- Get exposure to high quality US companies that deliver a high income
- Aims for a dividend income of 1% above the S&P 500 Index
- Also provides the potential for strong long-term capital growth by reinvesting dividends
- Benefit from the insights of our experienced US investors and locally based research analysts
The benefits of reinvesting income are clear for long-term returns
The fund seeks out the most attractive US large- and mid-cap stocks that deliver a stable income. As the US is home to many of the world’s most prosperous and innovative companies it makes sense for all modern portfolios to have some exposure to the region – for valuable levels of diversification you don’t achieve from UK markets alone.
(top line shows dividends reinvested)
Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Past performance is not a guide to the future. *The current dividend yield is calculated by taking the sum-total dividend yield of each stock held in the portfolio. The dividend yield for each stock is the most recent dividend payout annualised and divided by the share price