JPM Global Equity Income Fund B - GBP Hedged Net Income header image

JPM Global Equity Income Fund B - GBP Hedged Net Income

Fund

ISIN GB00BJ2KYR52 / Valor 47784825

NAV (2024-10-22)
GBP 1.44-0.83%

JPM Global Equity Income Fund B - GBP Hedged Net Income
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General Objective

The fund aims to provide income and capital growth over the long-term (5-10 years) by investing at least 80% of its assets globally in equities across various economic sectors.

Fund Exposure

The fund primarily focuses on investing in equities of companies worldwide, including emerging markets, that generate income. It may also have significant positions in specific sectors or countries from time to time. Additionally, the fund may invest in small capitalization companies, cash, and near cash on an ancillary basis.

Risks

Some of the risks associated with this fund include market risk, currency risk, concentration risk due to potential significant positions in specific sectors or countries, as well as risks associated with investing in small capitalization companies. Additionally, the fund may use derivatives for efficient portfolio management and hedging, which also carry their own set of risks.

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Source

https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpm-global-equity-income-fund-s-net-accumulation-gb00bljp7121

Tags:
global equities msci all country world index dividend growth

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OTHER SHARE CLASSES OF THIS FUND

JPM Global Equity Income Fund B - Hedged Net Accumulation
JPM Global Equity Income Fund B - Hedged Net Accumulation JPM Global Equity Income Fund B - Hedged Net Accumulation Valor: 47783094
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.82%GBP 2.06
JPM Global Equity Income Fund B - Net Income
JPM Global Equity Income Fund B - Net Income JPM Global Equity Income Fund B - Net Income Valor: 18138591
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%GBP 1.45
JPM Global Equity Income Fund S - Net Accumulation
JPM Global Equity Income Fund S - Net Accumulation JPM Global Equity Income Fund S - Net Accumulation Valor: 11512580
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 1.30
JPM Global Equity Income Fund C - Net Income
JPM Global Equity Income Fund C - Net Income JPM Global Equity Income Fund C - Net Income Valor: 14547531
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.52%GBP 2.87
JPM Global Equity Income Fund B - Net Accumulation
JPM Global Equity Income Fund B - Net Accumulation JPM Global Equity Income Fund B - Net Accumulation Valor: 18138242
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 2.08
JPM Global Equity Income Fund C - GBP Hedged Net Accumulation
JPM Global Equity Income Fund C - GBP Hedged Net Accumulation JPM Global Equity Income Fund C - GBP Hedged Net Accumulation Valor: 19958385
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.78%GBP 3.55
JPM Global Equity Income Fund S - Net Income
JPM Global Equity Income Fund S - Net Income JPM Global Equity Income Fund S - Net Income Valor: 11512381
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.49%GBP 1.22
JPM Global Equity Income Fund C - GBP Hedged Net Income
JPM Global Equity Income Fund C - GBP Hedged Net Income JPM Global Equity Income Fund C - GBP Hedged Net Income Valor: 3961926
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.78%GBP 2.41
JPM Global Equity Income Fund C - Net Accumulation
JPM Global Equity Income Fund C - Net Accumulation JPM Global Equity Income Fund C - Net Accumulation Valor: 4239183
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.49%GBP 4.03
JPM Global Equity Income Fund C2 - Net Accumulation
JPM Global Equity Income Fund C2 - Net Accumulation JPM Global Equity Income Fund C2 - Net Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.47%GBP 1.27