Quick Stats

Bid Price - Offer Price -
Mid Price GBX 88.57 Day Change GBX -0.04 (-0.05%)
Price Date 16 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 0.63 %
Total Expense Ratio 1.68 Fund Size 136,518,900.00
Launch Date 16/07/1987 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.68
ISIN GB00B1XN4Q60 Min TopUp (£) 100.00

Fund Objective

To provide long-term capital growth by investing primarily in UK smaller companies.

Fund Managers

Georgina Brittain
Georgina Brittain is a senior portfolio manager for smaller companies funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund and the JPMorgan Smaller Companies Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK Research Department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.
Katen Patel
Katen Patel, Executive Director, is a portfolio manager in the Europe Small/Mid Cap Team within the J.P. Morgan Asset Management European Equity Group. He is the co-manager of the UK Equity Income Fund, UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and the JPMorgan Mid Cap Investment Trust. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.