JPM Global Equity Income Fund C - Net Accumulation

JPM Global Equity Income Fund C - Net Accumulation
JPMorgan Funds Limited
Open Ended Investment Company
Global Equity Income
0.9 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.3 %
The fund seeks to provide a portfolio designed to achieve high and rising income by investing globally, primarily in Equities, in any economic sector whilst participating in long term capital growth.
Holding %
Microsoft Corp 4.43 %
Coca-Cola Co 2.86 %
Alphabet Inc A 2.50 %
UnitedHealth Group Inc 2.40 %
Taiwan Semiconductor Manufacturing Co Ltd ADR 2.32 %
Bristol-Myers Squibb Company 2.30 %
Rio Tinto PLC 2.22 %
Texas Instruments Inc 2.17 %
Samsung Electronics Co Ltd 2.10 %
BlackRock Inc 2.07 %
Region %
United States 59.85 %
Eurozone 13.56 %
United Kingdom 7.49 %
Asia - Developed 6.41 %
Sector %
Technology 19.48 %
Financial Services 17.56 %
Healthcare 12.79 %
Industrials 11.79 %
Consumer Cyclical 7.99 %
Consumer Defensive 7.71 %
Communication Services 6.52 %
Basic materials 5.70 %
Utilities 5.41 %
JPMorgan Funds Limited
EC4Y 0JP, London, United Kingdom
Legal Structure
Open Ended Investment Company


Sam Witherow
Joined 02/28/2019

Sam Witherow, vice president, is a global sector specialist in the Global Equities Team. An employee since 2008, he is 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.

Helge Skibeli
Joined 03/05/2018

Helge Skibeli is managing director of J.P. Morgan Investment Management and has been an employee of JPMIM or its affiliates (or one of their predecessors) since 1990. Helge became head of research in March 2002. 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 provided by Morningstar.

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