JPM US Small Cap Growth B Inc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.02 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.02 |
Cumulative Performance
Discrete Performance
| Fund Size | 504,813,100.00 | Launch Date | 01/05/1987 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.87 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 1.02 |
| ISIN | GB00B235B351 | Min Topup (£) | 100,000.00 | Ongoing Charge (%) | 1.0200 (on 01/01/2020) |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies.
Timothy Parton
Timothy Parton, managing director, is a portfolio manager within the U.S. Equity Group. An employee since 1986, Tim has managed a variety of Small and Mid-Cap portfolios over his tenure. Tim has been managing the J.P. Morgan Mid Cap Growth Strategy since November 2001 and the J.P. Morgan Growth Advantage Strategy since its inception in September 2005. In addition, Tim is a co-portfolio manager on the J.P. Morgan Equity Focus Strategy. Tim holds a B.Sc. in Economics and Accounting from the University of Bristol in England. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
Eytan Shapiro
Eytan M. Shapiro, managing director, is the CIO of the Growth and Small Cap U.S. Equity Team & portfolio manager in the U.S. Equity Group. An employee since 1985, he is responsible for managing the U.S. small cap growth strategy, which includes the JPMorgan Small Cap Growth Fund, JPMorgan Dynamic Small Cap Growth Fund, and the JPM US Small Cap Growth Fund. Prior to joining the small cap team in 1992, Eytan worked as a portfolio manager in the firm's Hong Kong office. He had previously been an investment analyst at Philips & Drew in London. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
| Name | Weight |
|---|---|
| Consumer Discretionary | 17.40% |
| Consumer Staples | 4.80% |
| Energy | 2.30% |
| Financials | 2.70% |
| Health Care | 31.60% |
| Industrials | 18.20% |
| Money Market | 1.70% |
| Real Estate | 1.40% |
| Technology | 19.40% |
| Telecommunications | 0.50% |
| Name | Weight |
|---|---|
| NATERA INC | 1.90% |
| ADVANCED DRAINAGE SYSTEM INC | 1.70% |
| TWIST BIOSCIENCE CORPORATION | 1.70% |
| FRESHPET INC | 1.60% |
| HALOZYME THERAPEUTICS INC | 1.60% |
| IRHYTHM TECHNOLOGIES INC | 1.60% |
| ENTEGRIS INC | 1.50% |
| NATIONAL VISION HLDGS INC | 1.50% |
| SAIA | 1.50% |
| ENPHASE ENERGY | 1.40% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.