JPM US Research Enhanced Index Equity Fund E Accumulation header image

JPM US Research Enhanced Index Equity Fund E Accumulation

Fund

ISIN GB00BJRCPT57 / Valor 51155871

NAV (2026-09-08)
GBP 2.71-0.37%

JPM US Research Enhanced Index Equity Fund E Accumulation
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The JPM US Research Enhanced Index Equity Fund invests primarily in a diversified portfolio of U.S. companies, allocating at least 80% of its assets to American equities. Utilizing a research-driven approach, the fund’s team of specialist sector analysts conducts fundamental analyses of companies’ future earnings and cash flows. The fund actively manages its holdings by overweighting stocks with the highest potential to outperform the S&P 500 and underweighting those that appear overvalued, aiming to achieve long-term capital growth that exceeds the benchmark.

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Tags:
fundamental analysis us equities s&p 500

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OTHER SHARE CLASSES OF THIS FUND

JPM US Research Enhanced Index Equity Fund X2
JPM US Research Enhanced Index Equity Fund X2 JPM US Research Enhanced Index Equity Fund X2 Valor: 52437661
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Annual Return

-50%0%+50%

Risk level

110
-0.34%GBP 2.67
JPM US Research Enhanced Index Equity Fund E Income
JPM US Research Enhanced Index Equity Fund E Income JPM US Research Enhanced Index Equity Fund E Income
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Annual Return

-50%0%+50%

Risk level

110
-0.30%GBP 1.01