JPM Global Equity Income X Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 160.20 Day Change GBX -0.20 (-0.12%)
Price Date 2 Dec 2016 Crown Rating 2
Shares Class Inc. Yield 2.38 %
Total Expense Ratio 0.06 Fund Size 72,093,211.59
Launch Date 07/02/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.06
ISIN GB00B1JNF012 Min TopUp (£) 0.00

Fund Objective

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.

Fund Managers

Gerd Woort Menker
Gerd Woort-Menker, CFA, is a senior portfolio manager in the Global Equities Team. managing international and global equity portfolios. He has also managed the International Value strategy since inception. An employee since 1987, Gerd started his investing career as a research analyst following the European insurance industry, was later promoted to head of European research, and then named global head of research. Gerd began his career at VARTA in Hanover, where he was a financial comptroller. Education: B.A., Business Accounting, Muenster University M.A., Economics, Freiburg University