JP Morgan UK Smaller Companies Fund C Shares Net Accumulation

JP Morgan UK Smaller Companies Fund C Shares Net Accumulation
JP Morgan Asset Management (UK) Ltd
Open Ended Investment Company
UK Smaller Companies
0.75 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
FTSE Small Cap Ex Invest Trust TR GBP
The fund seeks to provide long-term capital growth by investing primarily in UK smaller companies.
Holding %
4imprint Group PLC 3.59 %
Forterra PLC 3.20 %
Plus500 Ltd 2.99 %
Games Workshop Group PLC 2.72 %
Victoria PLC 2.70 %
Onesavings Bank PLC 2.64 %
Fevertree Drinks PLC 2.55 %
Avon Rubber PLC 2.54 %
Charter Court Financial Services Group PLC 2.36 %
Huntsworth PLC 2.18 %
Region %
United Kingdom 94.44 %
Sector %
Industrials 25.68 %
Consumer Cyclical 23.30 %
Financial Services 17.51 %
Technology 15.24 %
Basic materials 7.29 %
Consumer Defensive 5.63 %
JP Morgan Asset Management (UK) Ltd
EC4Y 0JP, London, United Kingdom
Legal Structure
Open Ended Investment Company


Katen Patel
Joined 09/21/2015

Katen Patel, vice president, is an assistant portfolio manager in the Europe Small/mid Cap team within the J.P. Morgan Asset Management European Equity Group. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.

Georgina Brittain
Joined 09/19/2000

Georgina Brittain, managing director, is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.

Data provided by Morningstar.

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