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JPM Premier Equity Income

Ranked 54 out of 111 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. 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.

Ian Butler

Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. 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.

Ben Stapley

Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

To provide income and prospects of capital growth by investing primarily in Equity and Equity-Linked Securities of UK companies. The Fund aims to provide a higher income yield than the yield on the FTSE All-Share Index. UK companies are companies that are incorporated under the laws of, and have their registered office in, the UK, or that derive the predominant part of their economic activity from the UK, even if listed elsewhere. Smaller companies may be held on an ancillary basis.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2015 - 30/04/2016
  • Rank 54/111 Total Return
  • Rank 32/111 Standard Deviation
  • Rank 43/111 Max Drawdown
Fund Name Currency Return
52 ConBrio B.E.S.T Income - Retail Inc GBP

-2.2%

53 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

54 JPM UK Higher Income A Acc GBP

-2.5%

55 St James's Place UK High Income Acc GBP

-2.6%

56 Henderson UK Equity Income & Growth A Net Inc GBP

-2.7%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -2.0%
2015 6.6% 4.9% 0.4% -2.6% 4.0%
2014 1.0% 0.7% -0.1% -0.9% 1.3%
2013 22.4% 10.2% -1.1% 4.6% 7.3%
2012 14.4% 6.7% -1.9% 5.5% 3.6%
2011 -3.5% 0.7% 1.6% -12.5% 7.8%
2010 15.5% 6.8% -11.5% 13.7% 7.4%
2009 26.0% -10.7% 12.7% 21.4% 3.0%
2008 -30.8% -10.1% -0.9% -14.0% -9.8%
2007 -4.6% 1.3% 0.0% -3.4% -2.6%
2006 14.8% 7.9% -3.0% 3.2% 6.4%
2005 20.9% 4.1% 4.3% 7.4% 3.8%
2004 13.7% 0.6% 2.3% 3.7% 6.6%
2003 16.9% -6.2% 13.1% 3.6% 6.3%
2002 -21.5% 4.9% -10.2% -18.3% 1.9%
2001 -6.7% -4.9% 4.0% -15.1% 11.1%
2000 -1.7% -5.3% 0.6% 2.5% 0.6%
1999 14.5% 6.9% 3.5% -5.8% 9.8%
1998 15.8% 15.9% -0.6% -11.2% 13.2%
1997 25.6% 5.0% 5.9% 11.7% 1.1%
1996 16.9% 3.1% 3.2% 5.1% 4.5%
1995 4.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2015

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.49
Royal Dutch Shell Plc B ORD 4.37
British American Tobacco PLC ORD 3.94
GlaxoSmithKline PLC ORD 3.76
Vodafone Group PLC ORD 3.75
BP PLC ORD 3.62
AstraZeneca PLC ORD 3.41
Imperial Brands PLC ORD 2.67
National Grid PLC ORD 2.61
Lloyds Banking Group PLC ORD 2.55
31/12/2015

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/11/1959
  • Share Class size150Mn
  • Base currencyGBP
  • ISIN GB0030878408

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment3

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).