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JPMorgan Global Equity Income Inclusive - Class A - Accumulation (GBP)

Sell:114.30p Buy:114.30p Change: 1.20p (1.04%)
Prices as at 8 July 2020
Change: 1.20p (1.04%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 8 July 2020
Change: 1.20p (1.04%)
Prices as at 8 July 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most try to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

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

08/07/15 to 08/07/16 08/07/16 to 08/07/17 08/07/17 to 08/07/18 08/07/18 to 08/07/19 08/07/19 to 08/07/20
Annual return 16.41% 15.36% 6.89% 14.63% -0.78%

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.

Fund Management Group Comment

J.P. Morgan Asset Management is one of the largest and best-known names in investment management, with a strong presence in many local markets, and investment teams located worldwide. The JPMorgan funds available to UK investors make the most of this global reach.

The group's experience spans more than 150 years and it has been through various mergers and acquisitions in that time. The last merger was between JPMorgan Investment Management and Chase Fleming Asset Management. Prior to that investors may have come across this company when it used to be known as Save & Prosper and Flemings.

Information about the fund

Fund manager biography

Manager Name: Sam Witherow
Manager start date: 28 February 2019
Manager located in: London

Sam Witherow, Executive Director, is a portfolio manager in the  International Equity Group, based in London. Sam has focused primarily on the Global Unconstrained portfolio since 2014. An employee since 2008, he was previously a global sector specialist  responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.

manager photo
Manager Name: Helge Skibeli
Manager start date: 5 March 2018
Manager located in: New York

Helge Skibeli, managing director, is the Global Head of Developed Market Equity Research and CIO for the Research Driven Process (RDP) for International Equities, and U.S .Equity Core business.  An employee since 1990, Helge became head of U.S. research in March 2002, Global Head of Developed Market Equity Research in July 2015 and the CIO for RDP and US Equity Core in 2017. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research.  Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors.  Prior to that, he worked in security analysis and equity sales in the Norwegian market.  Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin.  He 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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account