JPM Global Equity Income Fund C - GBP Hedged Net IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 11.3 | 25.2 | -6.0 | 14.6 | 11.0 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | GBP 2.28 | |
Day Change | 1.02% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | Global Equity Income | |
ISIN | GB00B235J313 | |
Fund Size (Mil) 14/08/2024 | GBP 746.62 | |
Share Class Size (Mil) 14/08/2024 | GBP 34.05 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.90% |
Investment Objective: JPM Global Equity Income Fund C - GBP Hedged Net Income |
To provide a portfolio designed to achieve income by investing, at least 80% of the Fund's assets globally, in 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 anywhere in the world, including emerging markets, that generate income. In search of income, the Fund may be concentrated and may have significant positions in specific sectors or countries from time to time. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Sam Witherow 28/02/2019 | ||
Helge Skibeli 05/03/2018 | ||
Inception Date 28/03/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Equity Income Fund C - GBP Hedged Net Income | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.51 |
![]() | ![]() | 3.77 |
![]() | ![]() | 2.70 |
![]() | ![]() | 2.45 |
![]() | ![]() | 2.39 |
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JPM Global Equity Income Fund C - GBP Hedged Net Income |