Quick Stats

Mid Price GBX 236.90 Day Change GBX +1.50 (0.64%)
Price Date 22 May 2020 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Last Ex-Dividend Date Dividend Frequency Annually
Sector North American Smaller Compani Fund Size 219,951,580.45
Launch Date 01/05/1987 Standard Initial Charge 0.00%
Ongoing cost 0.77% Annual Management Charge 0.65%
ISIN GB00B88VFM76 Sedol B88VFM7

Fund Objective

To provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies

Fund Managers

Timothy Parton
Timothy Parton, Managing Director, is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the Growth Advantage Strategy since its inception in September 2005. In addition, he is a co-portfolio manager on the Equity Focus Strategy. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder. Tim's analytical focus is on technology, financial services, energy and industrials. During his tenure with JPMorgan, Tim has managed a variety of small and mid cap portfolios.
Eytan Shapiro
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.