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JPM Premier Equity Income

Ranked 78 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.


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


UK Equity Income over : 30/06/2016 - 30/06/2017
  • Rank 78/109 Total Return
  • Rank 4/109 Standard Deviation
  • Rank 57/109 Max Drawdown
Fund Name Currency Risk
2 Thesis KES Income & Growth Acc GBP


3 JPM UK Strategic Equity Income A Inc GBP


4 JPM UK Higher Income A Acc GBP


5 Old Mutual UK Equity Income A Acc GBP


6 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% 1.9%
2016 5.9% -2.0% -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 4.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.33
HSBC Holdings PLC ORD 6.41
British American Tobacco PLC ORD 4.67
GlaxoSmithKline PLC ORD 4.26
Lloyds Banking Group PLC ORD 2.58
Rio Tinto PLC ORD 2.32
National Grid PLC ORD 2.04
BHP Billiton PLC ORD 1.57

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/11/1959
  • Share Class size156Mn
  • Base currencyGBP
  • ISIN GB0030878408

Purchase Info

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


  • Annual management1.20%
  • Initial investment3

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Inglis-Jones digs miners

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