JPM UK Smaller Companies C Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.23%
  • 3 Year sharpe0.90
  • 3 Year alpha7.37
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.91%
  • IA SectorUK Smaller Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00B84LQR33

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 UK companies. 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 the UK. This may include companies listed on AIM or included in the FTSE 250 index.

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