JP Morgan US Smaller Companies Fund C Net Acc

Name
JP Morgan US Smaller Companies Fund C Net Acc
Manager
JP Morgan Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B8H99P30
Sector
North American Smaller Companies
Launched
22/10/2012
OCF
0.9 %
Risk Rating
5
3 Year Sharpe
1.26
3 Year Alpha
2.91
Yield
0 %
Benchmark
Russell 2000 Growth NR USD
The fund seeks to provide long-term capital growth by investing primarily in US smaller companies.
Holding %
GrubHub Inc 2.00 %
Teladoc Inc 1.80 %
Saia Inc 1.60 %
Boyd Gaming Corp 1.53 %
Performance Food Group Co 1.52 %
MKS Instruments Inc 1.52 %
Paycom Software Inc 1.52 %
Evercore Inc A 1.49 %
Entegris Inc 1.47 %
Zendesk Inc 1.45 %
Region %
United States 99.66 %
Sector %
Technology 31.41 %
Healthcare 21.23 %
Consumer Cyclical 15.63 %
Industrials 12.67 %
Financial Services 6.73 %
Basic materials 5.04 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Timothy Parton
Joined 04/30/2014

Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Timothy Parton
Joined 04/30/2014

Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.