This is a core equity income fund. It has a value tilt and will invest globally – including in emerging markets – in large to mega-cap stocks. Managers Helge Skibeli, Sam Witherow and Michael Rossi aim to achieve a superior yield, without sacrificing growth. With the aid of a huge global team of analysts, they filter down the whole global market to a portfolio of 40-90 stocks.
Helge Skibeli, Sam Witherow, Michael Rossi
Helge Skibeli is based in London and has been with JPM since 1990. He previously held the position of global head of developed market equity research and has been running this fund since March 2018. Helge obtained an MA in general business from the Norwegian School of Management and an MBA from the University of Wisconsin. He is a CFA charterholder.
Sam Witherow is also based in London. An employee of JPM since 2008, Sam joined the firm as a graduate trainee. Prior to becoming a portfolio manager, Sam was a global sector specialist responsible for covering the energy sector and has been co-managing this fund since February 2019. He obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.
They were joined by co-manager Michael Rossi in January 2023. Michael joined JPM in 2019, having previously worked at HSBC Global Asset Management. He holds a Masters in Finance from the London School of Economics and Political Science, and a first-class Bachelor’s degree in Economics and Finance from the University of Exeter.
Helge, Sam and Michael bring a combined wealth of experience. Using JPM’s impressive analyst bank, they take a pragmatic approach in terms of balancing ‘compounders’, higher yielders, and higher growth stocks in the portfolio. Since the team took over the fund, its performance has been much stronger. They also pay close attention to risk, while the focus on dividend growth should give investors a growing income stream.
£715.8m
Buy
No
6.5
0.75%
0.85%
Acc and Inc
1.97%
Elite Rated
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.
Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).
Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.
Funds assigned to an alternative IA sector; sector rankings may differ accordingly.
The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.
This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.
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The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.
