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Data as at: 16/04/2026

Fund manager benchmark
MSCI World All Countries TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
JPMorgan Global Growth & Income Share price total return 17.6 40.9 63.5 290.9
Global Equity Income AIC sector Share price total return 23.4 35.4 57.8 192.2
JPMorgan Global Growth & Income NAV total return 25.6 48.1 72.7 270.3
Global Equity Income AIC sector NAV total return 24.1 39.3 64.2 187.2
Morningstar Developed Markets * Total return 32.0 55.1 66.8 229.8
Return type 1 year 3 years 5 years 10 years
JPMorgan Global Growth & Income Share price total return 11,760 14,090 16,350 39,090
Global Equity Income AIC sector Share price total return 12,340 13,540 15,780 29,220
Morningstar Developed Markets * Total return 13,200 15,510 16,680 32,980
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Discrete annual performance (%) Discrete annual performance (£)

Return type 16/04/21 - 22 16/04/22 - 23 16/04/23 - 24 16/04/24 - 25 16/04/25 - 26
JPMorgan Global Growth & Income Share price total return N/A N/A 23.6 -4.0 17.6
JPMorgan Global Growth & Income NAV total return 7.4 5.7 24.0 -5.1 25.6
Morningstar Developed Markets * Total return 6.2 1.3 18.5 -0.3 32.0
Return type 16/04/21 - 22 16/04/22 - 23 16/04/23 - 24 16/04/24 - 25 16/04/25 - 26
JPMorgan Global Growth & Income Share price total return N/A N/A 12,360 9,600 11,760
Morningstar Developed Markets * Total return 10,620 10,130 11,850 9,970 13,200
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