J.P. Morgan Asset Management's income solutions
We offer an extensive range of funds and investment trusts to help you build a diverse income portfolio. As one of the UK’s leading fund managers we have a long and award-winning history of successful investing and are dedicated to producing the best investment returns for you.
Below is a selection of five of our funds you may want to consider for income, which includes information on how frequently your income will be paid. View our full investment range through Fund Explorer.
A select range suitable for all income investors |
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|
Fund name |
Underlying assets the fund may invest in |
Income frequency |
Net yield as at 31/01/12* |
|||||
| Bonds | Equities | Property | Cash | |||||
| JPM Strategic Bond Fund |
Y |
N |
N |
N |
Pays quarterly income |
4.36% |
||
| JPM Multi-Asset Income Fund |
Y |
Y |
Y |
Y |
Pays quarterly distribution |
5.46% |
||
| JPM Global Equity Income Fund |
N |
Y |
N |
N |
Pays quarterly distribution |
4.21% |
||
| JPMorgan Claverhouse Investment Trust |
N |
Y |
N |
N |
Pays quarterly dividend |
4.3% |
||
| JPMorgan Elect Managed Income Investment Trust |
Y |
Y |
N |
N |
Pays quarterly dividend |
4.3% |
||
|
* Investors may have higher rate and additional rate tax liabilities dependent on their individual circumstances. Dividend rate stated may be estimated. Net yield data supplied from the A share class is based on the previous month end. For the daily net yield see Fund Explorer. Source J.P. Morgan Asset Management. ** Dividend yields are based on mid-market price and the net declared dividends over the preceding 12 month period. The value of investments can fall as well as rise and investors may not get back the full amount invested. Bond funds may not behave like direct investment in the underlying bonds themselves. By investing in bond funds the certainty of a fixed income for a fixed period with a fixed capital return are lost. Also, the yield or capital value of the fund (or both) can fluctuate and you may not get back your original investment. Investment trusts may utilise gearing (leverage) which will exaggerate market movements both down and up and could mean sudden and large falls in value and and increase the potential for losses within the investment portfolio. For full details of all risk factors please refer to the Simplified Prospectus or Investment Trust Profiles. |
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What to consider when seeking an income
As well as maintaining cash as a source of your income you should aim for a diversified pool of income producing assets (e.g. cash, bonds, equities, property). If you need an income from your investments or want to review the options for the income you receive, please consider your choices carefully before you invest.Find out what to consider when seeking an income
Suitability
You should, of course, only consider investments that are right for you. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser – find an IFA at unbiased.co.uk.
Essential information
Before investing you should take the time to read all the relevant legal information and make yourself aware of the investment risks involved.
Find out more