S&P 500 Returns by Decade: Dividends vs. Capital
Source: Standard & Poors, FactSet, Ibbotson/Morningstar, J.P. Morgan Asset Management. Based on Ibbotson/Morningstar total return and price index (capital appreciation) returns. Dividend return is calculated from the difference between total return and price index return. Total return assumes the reinvestment of income.
Dividends have historically contributed significantly to overall US stock market returns.
We believe a focus on investing in high quality companies with sustainable dividend yields can generate strong returns over time and help reduce overall volatility.
Half of the top 100 global brands are American
US corporations dominate nearly half of the world market cap 1
US companies play an integral part in all our daily lives
Number of best global brands
Source: Interbrand, Best Global Brands 2012. For illustrative purposes only.
1J.P. Morgan Asset Management,MSCI 31 March 2013
Cumulative performance of an original investment of £100.
The JPM US Equity Income Fund focuses on high quality stocks that are attractively valued and have sustainable dividends yields, providing an ideal way to share in the future returns from the US stock market.
Rayner Spencer Mills rating as at July 2014. Copyright - (c) 2014 Morningstar, Inc. All Rights Reserved. Morningstar Rating(tm) as at July 2014, in the US Large-Cap Value Equity category(tm). FE Trustnet crown rating as at July 2014.
This fund is available to invest in through various authorised distribution partners listed below:
AEGON Retirement Choices
Alliance Trust Savings
Axa – Elevate
Pershing - Nexus
SEI Investments (Europe)
Standard Life - Fundzone