JPM Global Equity Income Fund

When you plug in the long-term numbers the performance is poor. However, a new manager came on board in 2018 and we can see a marked improvement in the numbers. This is a blended strategy, effectively style agnostic, and therefore to perform well in this current environment is something to consider. There have been periods where it has all been about growth stocks and then switching back to value.

The team seem relatively positive about the outlook as they believe valuations in the part of the market they are looking at are compelling, and investors are moving away from pure growth stocks to more defensive stocks. The strategy also thrives in high inflation markets, so everything seems to be in their favour presently….read more

Fund Facts Morningstar


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