ISIN:
GB00B88VFM76
IA Sector:
IA North American Smaller Companies
Risk level:
FE fundinfo Rating:
1 of 5
Income
Price:
228.5000 GBX
29 April 2025
Last change:
icon-down-small -0.04%
1 year change:
icon-down-small -12.62%
5 year annualised return:
1.51%
12 month yield:
0.00%
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Fund Objective: To provide capital growth over the long-term (5- 10 years) by investing at least 80% of the Fund’s assets in a growth style biased portfolio of small capitalisation US companies.
| Manager name | JP Morgan Asset Management UK |
|---|---|
| Manager start date | 30 November 1994 |
| Manager Biography | Eytan M. Shapiro, managing director, is the CIO of the Growth and Small Cap U.S. Equity Team & portfolio manager in the U.S. Equity Group. An employee since 1985, he is responsible for managing the U.S. small cap growth strategy, which includes the JPMorgan Small Cap Growth Fund, JPMorgan Dynamic Small Cap Growth Fund, and the JPM US Small Cap Growth Fund. Prior to joining the small cap team in 1992, Eytan worked as a portfolio manager in the firm's Hong Kong office. He had previously been an investment analyst at Philips & Drew in London. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. |
| Investment style: | Growth |
|---|---|
| Region (geographical) | United States |
| Benchmark | Russell 2000 Growth |
|---|---|
| Sector | IA North American Smaller Companies |
| FE fundinfo Rating | 1 of 5 |
Fund size: 122,026,510.65 GBX
Chart date: April 29, 2025
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.
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