ISIN:
GB00B3FJQ599
IA Sector:
IA North America
Risk level:
FE fundinfo Rating:
1 of 5
Income
Price:
566.7000 GBX
16 June 2026
Last change:
icon-up-small 0.78%
1 year change:
icon-up-small 26.20%
5 year annualised return:
10.31%
12 month yield:
1.78%
Investing for longer increases the likelihood of positive returns. Over a period of 5 years or more, investments usually give you a higher return compared to cash savings. But investments can go down as well as up in value. So you could get back less than you put in.
Add to chart:
Fund Objective: To provide a portfolio designed to achieve income by investing at least 80% of the Fund’s assets in US equities in any economic sector whilst participating in capital growth over the longterm (5-10 years).
| Manager name | JP Morgan Asset Management UK |
|---|---|
| Manager start date | 04 November 2019 |
| Manager Biography | Andrew Brandon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2000, Andrew joined the investment team in 2012 as an investment analyst on the JPMorgan Equity Income and Growth and Income Funds. Prior to joining the team Andrew was a member of our US equity research team covering the financial industry. Andrew has also worked in the JPMorgan Private Bank supporting portfolio managers of both the U.S. large cap core equity product, and the U.S. large cap value product. Andrew obtained a B.A. in economics from the University of Virginia, and an M.B.A. from the University of Florida. He is a CFA charterholder. |
| Investment style: | Growth |
|---|---|
| Region (geographical) | United States |
| Benchmark | S&P 500 |
|---|---|
| Sector | IA North America |
| FE fundinfo Rating | 1 of 5 |
Fund size: 2,687,161,747.09 GBX
Chart date: June 16, 2026
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
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