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JPM US Equity Income Fund

• The fund aims to achieve income by investing primarily US equities in any economic sector whilst participating in long-term capital growth.
• Also provides the potential for long-term capital growth.
• Benifit from the insights of our experienced US investors and locally based research analysts.

The benefits of reinvesting income are clear for long-term returns

(top line shows dividends reinvested)

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

Clare A. Hart is a portfolio manager in the US Equity Group and the lead portfolio manager of this fund and the JPMorgan Growth & Income Fund.

Jonathan Simon is a portfolio manager in the US Equity Value Group who manages various value funds including this fund and the JPMorgan Growth and Income Fund.