Quick Stats

Mid Price GBX 201.50 Day Change GBX +1.90 (0.95%)
Price Date 18 Oct 2019 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Last Ex-Dividend Date 03 December 2018 Dividend Frequency Annually
Sector North American Smaller Compani Fund Size 205,692,600.00
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 European smaller companies.

Fund Managers

Timothy Parton
Timothy Parton, CFA, joined JPMorgan in 1986. Timothy is a portfolio manager in the U.S. Equity Group. Tim has been managing the Mid Cap Growth strategy since 2001 and the Multi Cap Growth strategy since 2005. 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.