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JPMorgan America Equity (Offshore) Inclusive - Class A - Income (USD)

Sell:13,845.47p Buy:14,610.80p Change: 177.62p (1.30%)
Prices as at 3 April 2020
Change: 177.62p (1.30%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 3 April 2020
Change: 177.62p (1.30%)
Prices as at 3 April 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

03/04/15 to 03/04/16 03/04/16 to 03/04/17 03/04/17 to 03/04/18 03/04/18 to 03/04/19 03/04/19 to 03/04/20
Annual return 3.46% 31.95% 1.23% 18.66% -9.56%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Jonathan Simon
Manager start date: 31 January 2014
Manager located in: London

Jonathan K.L. Simon, managing director, is a portfolio manager in the US Equity Group. An employee since 1980, Jonathan manages the JPMorgan Mid Cap Value Strategy, the JPMorgan Value Advantage Strategy, and the JPMorgan Funds -US Value Fund. He is also the co-portfolio manager of the JPM US Equity All Cap Fund and the JPM America Equity Fund.  In addition, he is the  back-up portfolio manager of the JPMorgan Growth & Income Strategy, and the JPMorgan Equity Income Strategy.  Jonathan joined the firm as an analyst in the London office, and transferred to New York in 1983.  He became portfolio manager in 1987 and served as president of Robert Fleming's US asset management operations from 1990 until 2000. Jonathan holds an M.A. in mathematics from Oxford University.

Manager Name: Timothy Parton
Manager start date: 17 February 2017
Manager located in: New York

Timothy Parton, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the Growth Advantage Strategy since its inception in September 2005. In addition, he is a co-portfolio manager on the Equity Focus Strategy. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account