JPM US Equity Income Fund C2 - GBP Hedged Net Income
ISIN GB00BYX8HB83 / Valor 38770686
JPM US Equity Income Fund C2 - 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 in US equities across various economic sectors.
Fund Exposure
The fund primarily focuses on investing in equities of companies domiciled or conducting the main part of their economic activity in the US. It may also have exposure to Canadian companies, as well as hold cash and near cash on an ancillary basis. The investment approach involves a fundamental, bottom-up stock selection process targeting companies with durable business models, consistent earnings, strong cash flows, and experienced management teams.
Risks
Some of the risks associated with this fund include market risk, currency risk (typically USD), and the potential for fluctuations in exchange rates between the fund's base currency (GBP) and the share class currency. Additionally, as the fund is actively managed, it may bear little resemblance to its benchmark index (S&P 500 Index) and may not fully replicate its performance.
Source
https://am.jpmorgan.com/gb/en/asset-management/per/products/jpm-us-equity-income-fund-b-net-accumulation-gb00b3fjq268
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
