JPM US Equity Income C Inc

Willis Owen Research Commentary

This Focus 50 fund aims to produce equity income although it should be borne in mind that the US has a lower yield than most markets. Manager Clare Hart focuses on companies with relatively attractive dividend yields (at least 2% at purchase) and with high levels of dividend cover. This means she invests in high-quality companies with durable franchises, consistent earnings, high returns on invested capital and strong management. Hart pays attention to capital preservation and tends to favour companies with a sustainable competitive advantage. As a result, the yield on the fund is modest but the strategy should produce a steady income, with the potential to grow over the longer-term.

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