Quick Stats

Bid Price GBX 68.73 Offer Price GBX 69.09
Mid Price - Day Change GBX +0.35 (0.51%)
Price Date 20 Nov 2017 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 27,959,117.00
Launch Date 12/05/2014 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
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 (£) 50,000.00

Fund Objective

To achieve long term capital growth by investing in a diversified portfolio primarily of quoted US small and medium-sized companies.

Fund Managers

Robert Siddles
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.