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JPMorgan UK Strategic Equity Income Fund Class C - Accumulation (GBP)

Sell:137.10p Buy:137.10p Change: 2.20p (1.63%)
Prices as at 5 August 2020
Sell:137.10p
Buy:137.10p
Change: 2.20p (1.63%)
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 5 August 2020
Sell:137.10p
Buy:137.10p
Change: 2.20p (1.63%)
Prices as at 5 August 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 aim 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 in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

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

05/08/15 to 05/08/16 05/08/16 to 05/08/17 05/08/17 to 05/08/18 05/08/18 to 05/08/19 05/08/19 to 05/08/20
Annual return -3.23% 25.43% 2.26% -3.93% -22.25%

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 Name: Ian Butler
Manager start date: 1 May 2010
Manager located in: .

Ian Butler, executive director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, based in London. An employee since 2005, Ian sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on value and income mandates. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder. ?

Manager Name: Thomas Buckingham
Manager start date: 1 July 2012
Manager located in: .

Tom Buckingham, executive director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, based in London. An employee since 2007, Tom sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on income and value mandates. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate 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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account