JPM Europe Smaller Companies C Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.31%
  • 3 Year sharpe0.81
  • 3 Year alpha-0.48
  • Distribution Typeaccumulation
  • BenchmarkMSCI Europe Ex UK Small Cap NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • IA SectorEuropean Smaller Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00B5SDTW07

Investment Strategy

The fund seeks to provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in small capitalisation European companies (excluding the UK). At least 80% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK). The Fund may have significant positions in specific sectors or markets from time to time.

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