Quick Stats

Mid Price GBX 497.10 Day Change GBX +1.80 (0.36%)
Price Date 24 Apr 2019 Crown Rating 1
Shares Class Acc. Yield 1.90 %
Last Ex-Dividend Date 03 December 2018 Dividend Frequency Annually
Sector UK Smaller Companies Fund Size 157,897,200.00
Launch Date 16/07/1987 Standard Initial Charge 0.00%
Ongoing cost 0.86% Annual Management Charge 0.75%
ISIN GB00B84LQR33 Sedol B84LQR3

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.