Jupiter US Small and MidCap Compani
|Bid Price||GBX 72.67||Offer Price||GBX 73.01|
|Mid Price||-||Day Change||GBX -0.52 (-0.71%)|
|Price Date||20 Jan 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||26,690,581.00|
|Launch Date||12/05/2014||Standard Initial Charge (%)||5.25|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BJT32C83||Min TopUp (£)||50.00|
To achieve long term capital growth by investing in a diversified portfolio primarily of quoted US small and medium-sized companies.
Robert Siddles joined Jupiter in 2014 and is currently a fund manager in the US team. He manages the Jupiter US Small and Midcap Companies Fund and the Jupiter US Smaller Companies Trust PLC. Before joining Jupiter Robert worked at F&C, where he was a US smaller companies fund manager from 2001. Prior to this he spent nine years at Gartmore Investment Management, the last five as head of US equities. Before this he spent five years at Capel-Cure Myers Capital Management as a US fund manager and three years at Coopers & Lybrand. Robert has an MA and DPhil in Chemistry from the University of Oxford and is a qualified chartered accountant.