Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM UK Smaller Companies

Ranked 25 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Georgina Brittain

Georgina Brittain adopts a bottom-up stock selection style with a tilt towards value and earnings momentum at JP Morgan Asset Management. Brittain is a UK smaller companies expert and her key fund in the sector is the JPM UK Smaller Companies unit trust. She also manages the Fleming Smaller Companies investment trust and is responsible for the smaller company portions of various other funds. Born in August 1968, Brittain was educated at St Mary's Convent and studied Latin and Greek at Oxford. Brittain identifies seasoned investor Nils Taube as the man she admires most in the industry.

Katen Patel

Objective

To provide long-term capital growth by investing primarily in UK smaller companies. UK smaller companies are companies that are incorporated under the laws of, and have their registered office in, the UK, or that derive the predominant part of their economic activity from the UK, even if listed elsewhere. This may include companies listed on AIM or included in the FTSE 250 index. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed income securities, cash and cash equivalents may be held on an ancillary basis,as appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -12.7% -1.6% 9.2% -1.6% -17.4%
2017 24.6% 8.6% 2.2% 6.1% 5.8%
2016 -2.5% -4.3% -13.7% 15.8% 2.0%
2015 20.1% 5.8% 7.4% 4.0% 1.6%
2014 -5.7% 2.1% -5.3% -1.6% -0.9%
2013 39.7% 16.3% 1.4% 10.8% 6.8%
2012 25.3% 16.5% -4.3% 8.6% 3.6%
2011 -12.4% 4.0% 2.9% -18.6% 0.6%
2010 34.0% 2.4% -3.3% 18.5% 14.2%
2009 47.6% -5.0% 22.2% 34.6% -5.5%
2008 -45.1% -10.9% -0.4% -14.7% -27.6%
2007 -10.9% 4.4% 2.9% -6.5% -11.2%
2006 35.0% 15.9% -4.5% 5.7% 15.4%
2005 31.5% 7.6% 1.8% 11.0% 8.2%
2004 20.4% 7.8% -0.5% 1.0% 11.1%
2003 39.0% -8.3% 25.0% 15.2% 5.3%
2002 -25.3% -2.9% -10.3% -18.4% 5.0%
2001 -17.7% -11.1% 0.8% -22.1% 18.0%
2000 5.3% 13.1% -7.1% 11.9% -10.5%
1999 85.7% 19.8% 9.7% 6.0% 33.4%
1998 1.5% 18.9% 3.1% -22.5% 6.9%
1997 9.0% 4.7% -4.1% 6.9% 1.5%
1996 18.6% 9.6% 7.3% -0.8% 1.7%
1995 19.1% -1.6% 8.8% 10.8% 0.4%
1994 0.8% 7.5% -4.1% 1.3% -3.5%
1993 29.4% 18.3% -0.7% 3.5% 6.5%
1992 -15.0% -1.2% 2.7% -17.2% 1.1%
1991 15.3% 21.3% -2.7% 5.7% -7.5%
1990 -16.3% 3.4% 1.5% -21.0% 0.9%
1989 3.0% 18.0% 4.8% -3.2% -14.0%
1988 40.1% 19.4% 11.6% 0.1% 5.0%
1987 -31.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
4imprint Group PLC ORD 3.46%
Plus500 Ltd ORD 3.05%
Games Workshop Group PLC ORD 2.96%
Forterra PLC ORD 2.79%
OneSavings Bank PLC ORD 2.68%
Huntsworth PLC ORD 2.46%
Avon Rubber PLC ORD 2.44%
Charter Court Financial Services Group PLC ORD 2.33%
MJ Gleeson PLC ORD 2.24%
Fevertree Drinks PLC ORD 2.14%
31/10/2018

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date16/07/1987
  • Share Class size54Mn
  • Base currencyGBP
  • ISIN GB0030880255

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Funds hit as star stock Games Workshop bites back

Stellar stock with strong fund manager backing slumps 8% and has lost around a fifth of its value since the end of last month.

A-rated JPM small cap manager steps down from mandates

Citywire A-rated Jim Campbell has stepped down from all of his small cap funds and trusts at JP Morgan, to pursue other opportunities within the firm

JPM's Brittain: how I'm exploiting serious pockets of value

Georgina Brittain says house builders and challenger banks are presenting serious value for her.

Corrections leave attractive market, says Hollyman

The UK stockmarket ‘looks extremely good value at the moment’, according to Ross Hollyman, a respected fund manager at Chase Fleming Asset Management.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).