JPM Global Equity Income Fund C - Net Income

Name
JPM Global Equity Income Fund C - Net Income
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B78FJ533
Sector
Global Equity Income
Launched
01/10/2012
OCF
0.9 %
Risk Rating
4
3 Year Sharpe
1.26
3 Year Alpha
3.35
Yield
2.4 %
Benchmark
MSCI ACWI NR USD
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 3.80 %
Alphabet Inc A 2.77 %
Texas Instruments Inc 2.62 %
Coca-Cola Co 2.43 %
Vinci SA 2.20 %
UnitedHealth Group Inc 2.08 %
The Home Depot Inc 2.02 %
Airbus SE 1.97 %
Citigroup Inc 1.94 %
NextEra Energy Inc 1.94 %
Region %
United States 51.04 %
Eurozone 18.94 %
Europe - ex Euro 7.52 %
Sector %
Financial Services 21.45 %
Technology 17.08 %
Industrials 12.69 %
Healthcare 10.74 %
Consumer Cyclical 9.35 %
Consumer Defensive 7.22 %
Energy 6.98 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.