Quick Stats

Bid Price - Offer Price -
Mid Price GBX 776.70 Day Change GBX +0.70 (0.09%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.05 %
Total Expense Ratio 1.68 Fund Size 227,413,900.00
Launch Date 09/02/1990 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.68
ISIN GB0030881006 Min TopUp (£) 100.00

Fund Objective

To provide long-term capital growth by investing primarily in European smaller companies.

Fund Managers

Francesco Conte
Francesco Conte, managing director, is a senior portfolio manager for European smaller companies funds within the JPMorgan Asset Management European Equity Group. An employee since 1998, Francesco was previously the lead analyst in the Italian Equities Team at Schroder Securities. Prior to this, he worked at Ermgassen & Co., a specialist M&A boutique specialising in cross-border alliances. Francesco obtained a BSc in Economics & Development from the London School of Economics.
Jim Campbell
Jim Campbell is a senior portfolio manager for European smaller companies funds and head of the European Smaller Companies team within the J.P. Morgan Asset Management European Equity Group. An employee since 1995, Jim previously worked as an investment manager at Ivory and Sime plc, focusing initially on UK smaller companies and later on European smaller companies. Jim obtained an M.A. (Joint Honours) in Economics and Law from the University of Edinburgh.
Edward Greaves