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JPM US Equity Income B Net Inc GB00B3FJQ375

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
2.04
36.36
6.73
-0.68
22.40
-0.98
27.02
7.94
-2.00
13.48
1.09
Category
3.02
36.68
5.73
-1.13
20.32
-0.29
26.58
4.93
3.43
15.64
N/A
Index
4.29
39.05
5.63
-1.15
18.08
-3.35
26.86
10.44
-0.43
17.98
N/A
Quartile Rank
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Percentile Rank
57
57
45
38
35
49
40
35
68
67
# of Invest. in Cat.
124
136
153
175
185
203
222
217
222
216
Category Name
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income
EU1017 EAA Fund US Equity Income

Price

How much does it cost?

Investment Fees

Other Fees

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
22.23 22.30
Sovereign Sustainability Score
11.63 11.67
Low Carbon Designation

No Designation

Carbon Risk Score
9.22

Strategy

To provide a portfolio designed to achieve income by investing at least 80% of the Fund’s assets in US equities in any economic sector whilst participating in capital growth over the long-term (5-10 years). At least 80% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in the US.

Related Investments

Investment Name
Inception
ISIN
Currency
Ongoing Charge
Performance Fee %
Minimum Initial Purchase
Shareclass without Retrocessions
Purchase Constraint
JPM US Equity Income B GBPH Net Inc
JPM US Equity Income B GBPH Net Inc
03 May 2019
GB00B7H0WN83
GBP
0.95
0
1.00 Mil
Yes
T Institutional
JPM US Equity Income B Net Acc
JPM US Equity Income B Net Acc
31 Oct 2011
GB00B3FJQ268
GBP
0.95
0
1.00 Mil
Yes
T Institutional
JPM US Equity Income B Net Inc
JPM US Equity Income B Net Inc
02 Feb 2009
GB00B3FJQ375
GBP
0.95
0
1.00 Mil
Yes
T Institutional
JPM US Equity Income C GBPH Net Inc
JPM US Equity Income C GBPH Net Inc
20 Aug 2012
GB00B7N03064
GBP
0.69
0
5.00 Mil
Yes
T Institutional
JPM US Equity Income C Net Acc
JPM US Equity Income C Net Acc
11 Jul 2011
GB00B3FJQ482
GBP
0.63
0
5.00 Mil
Yes
T Institutional
JPM US Equity Income C Net Inc
JPM US Equity Income C Net Inc
15 Jan 2009
GB00B3FJQ599
GBP
0.63
0
5.00 Mil
Yes
T Institutional
JPM US Equity Income C2 GBPH Net Inc
JPM US Equity Income C2 GBPH Net Inc
16 Oct 2017
GB00BYX8HB83
GBP
0.53
0
100.00 Mil
Yes
T Institutional
JPM US Equity Income C2 Net Acc
JPM US Equity Income C2 Net Acc
16 Oct 2017
GB00BYX8GY46
GBP
0.57
0
100.00 Mil
Yes
T Institutional
JPM US Equity Income C2 Net Inc
JPM US Equity Income C2 Net Inc
16 Oct 2017
GB00BYX8H079
GBP
0.52
0
100.00 Mil
Yes
T Institutional
JPM US Equity Income X Net Acc
JPM US Equity Income X Net Acc
11 Jun 2013
GB00B7301B38
GBP
0.04
0
1.00
Yes
T Institutional

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