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JPM Premier Equity Income

Ranked 19 out of 109 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.

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 : 31/05/2017 - 31/05/2018
  • Rank 19/109 Total Return
  • Rank 102/109 Standard Deviation
  • Rank 56/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.6%
2017 14.7% 4.0% 1.9% 1.9% 6.2%
2016 5.7% -2.2% -1.0% 6.0% 2.9%
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 23.1% 3.9% 5.1% 8.0% 4.4%
1994 -5.5% -4.8% -4.5% 1.5% 2.5%
1993 36.6% 9.3% 6.3% 3.4% 13.7%
1992 5.8% 1.0% 8.6% -13.5% 11.6%
1991 22.1% 18.9% 0.7% 8.8% -6.3%
1990 -11.9% -4.6% 2.6% -15.9% 6.9%
1989 12.6% 13.0% 1.7% 4.6% -6.3%
1988 19.9% 11.4% 8.0% -4.0% 3.8%
1987 23.4% 21.5% 19.7% 7.2% -20.9%
1986 15.1% 12.1% 2.9% -4.8% 4.8%
1985 31.2% 9.3% 0.3% 10.3% 8.5%
1984 15.5% 9.3% -3.8% 2.0% 7.6%
1983 19.4% 7.7% 6.9% 1.2% 2.5%
1982 19.1% 3.0% -1.3% 7.1% 9.4%
1981 9.9% 8.1% 6.7% -14.6% 11.7%
1980 26.4% -0.7% 15.5% 3.8% 6.3%
1979 18.5% 23.8% -3.9% 6.0% -6.1%
1978 11.8% -4.2% 6.6% 7.9% 1.5%
1977 56.5% 13.2% 11.7% 15.6% 7.1%
1976 1.8% 7.3% -3.7% -11.6% 11.3%
1975 93.3% 45.7% 10.5% 8.6% 10.7%
1974 -45.1% -10.7% -11.6% -25.1% -7.1%
1973 -22.5% -8.5% 0.0% -6.6% -9.2%
1972 25.1% 11.3% -2.5% -2.5% 18.1%
1971 44.0% 7.3% 17.5% 5.9% 7.9%
1970 -8.4% 1.0% -11.1% 6.9% -4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/11/1959
  • Share Class size241Mn
  • Base currencyGBP
  • ISIN GB0030878408

Purchase Info

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

Charges

  • Annual management1.20%
  • Initial investment0

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