JPM US Small Cap Growth C Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.84
  • 3 Year alpha6.35
  • Distribution Typeincome
  • BenchmarkRussell 2000 NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • IA SectorNorth American Smaller Companies
  • Manager GroupJPMorgan
  • DomicileUnited Kingdom
  • ISINGB00B88VFM76

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 a growth style biased portfolio of small capitalisation US companies. At least 80% of assets invested in a growth style biased portfolio of equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in the US.

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