Quick Stats

Mid Price GBX 194.70 Day Change GBX -0.30 (-0.15%)
Price Date 22 Feb 2019 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Last Ex-Dividend Date 01 December 2017 Dividend Frequency Annually
Sector North American Smaller Compani Fund Size 212,139,600.00
Launch Date 01/05/1987 Standard Initial Charge 0.00%
Ongoing cost 0.80% 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 U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. 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
Eytan Shapiro
Eytan Shapiro, CFA, is a 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 JPMorgan U.S. 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. Education: B.Sc., Economics, City University, London M.Phil., Economics, Oxford University