JP Morgan UK Smaller Companies Fund C Shares Net Accumulation

Name
JP Morgan UK Smaller Companies Fund C Shares Net Accumulation
Manager
JP Morgan Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B84LQR33
Sector
UK Smaller Companies
Launched
22/10/2012
OCF
0.75 %
Risk Rating
4
3 Year Sharpe
0.90
3 Year Alpha
2.08
Yield
0 %
Benchmark
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 3.19 %
Plus500 Ltd 3.00 %
Games Workshop Group PLC 2.93 %
Forterra PLC 2.89 %
Victoria PLC 2.83 %
Fevertree Drinks PLC 2.70 %
Onesavings Bank PLC 2.49 %
Avon Rubber PLC 2.48 %
Charter Court Financial Services Group PLC 2.14 %
Mj Gleeson Plc Common Stock Gbp 2 2.10 %
Region %
United Kingdom 93.95 %
Sector %
Industrials 28.33 %
Consumer Cyclical 21.67 %
Financial Services 15.41 %
Technology 15.02 %
Basic materials 7.29 %
Consumer Defensive 6.78 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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.

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.

Data provided by Morningstar.

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