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JPM Global Equity Income Fund

With the global market offering higher yields than the UK*, you may now get exposure to high and rising income worldwide through this ‘go anywhere’ fund.

• Aims for a high and rising income by investing globally, primarily in equities.
• The fund targets an attractive income yield as well as offering the potential for long-term growth.
• Its ‘go anywhere’ remit means we can seek the most attractive income stocks and ideas worldwide – helped by an extensive network of local investment specialists.
• It may be hedged back to sterling to reduce currency risk.

Why it pays to look outside the UK in the search for attractive income stocks

Points to consider

• Investors in this fund should want to stay invested for at least five years.
  
• Past performance is not a guide to the future.
• The value of investments and the income from them may fall as well as rise and you may not get back the full amount invested.
• Equity investment is subject to specific risks relating to the performance of the individual companies held and the market's perception of their performance.
• Equities are also subject to systematic risks such as general economic conditions, inflation, interest rates, foreign exchange rates and industry sector risks. In general terms, equities tend to be more volatile than bonds.
• The fund charges the fees of the Authorised Corporate Director (ACD) against capital, which will increase the amount of income available for distribution to shareholders, but may constrain capital growth.

Fund management

Gerd Woort-Menker is a senior portfolio manager in the Global Equities Team who currently manages international and global equity portfolios and has also managed our international value strategy since its inception.