JPM US Small Cap Growth A - Net Acc

Ranked 25 out of 70 in - US Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton 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 and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton 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.

Eytan Shapiro

Eytan Shapiro obtained a BSc in Economics from City University, London and an MPhil in Economics from Oxford University. He has seventeen years of portfolio management experience. Eytan started his career as an investment analyst at Philips & Drews in London. He joined JP Morgan in 1985 and he is portfolio manager in the US Equity Group. He is responsible for managing the JPM US Smaller Companies fund. Eytan focuses on a fundamental strategy that employs a bottom-up stock selection process by investing in high quality growth companies. He is a member of both the New York Society of Security Analysts and the Association for Investment Management and Research and is a Certified Financial Analyst charter holder.

Objective

To provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies. US companies are companies that are incorporated under the laws of, and have their registered office in, the US, or that derive the predominant part of their economic activity from the US, even if listed elsewhere. This Equity based fund invests primarily in those stocks which the Investment Adviser believes to have the potential of above-average growth (growth stocks). Above average growth refers to the ability to deliver higher earnings growth than market expectations.

Showing fund performance in United Kingdom View performance globally

Performance

US Small & Medium Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 20.4%
2018 -2.9% -1.3% 17.6% 6.5% -21.5%
2017 27.3% 8.9% 2.8% 5.2% 8.1%
2016 26.9% -8.5% 11.9% 16.7% 6.3%
2015 2.2% 11.7% -4.7% -13.8% 11.4%
2014 4.3% -1.9% -5.2% 0.7% 11.5%
2013 42.7% 22.2% 5.7% 5.9% 4.3%
2012 3.4% 9.0% -8.5% 7.7% -3.8%
2011 -4.8% 4.6% -1.0% -19.8% 14.7%
2010 37.3% 15.5% -8.3% 6.1% 22.2%
2009 28.5% -5.7% 7.8% 21.0% 4.6%
2008 -25.1% -16.1% 0.6% -1.4% -10.1%
2007 7.5% 0.1% 5.3% 4.7% -2.5%
2006 0.6% 13.5% -12.6% -3.4% 4.9%
2005 20.0% -2.8% 8.8% 7.5% 5.6%
2004 6.1% 1.9% 1.2% -4.4% 7.7%
2003 29.4% -0.6% 15.2% 7.6% 5.0%
2002 -48.5% -6.9% -30.2% -24.9% 5.3%
2001 -9.4% -22.5% 28.3% -36.5% 43.7%
2000 -6.3% 2.3% 14.4% 2.6% -22.0%
1999 32.5% 2.1% 18.8% -11.4% 23.3%
1998 7.2% 10.3% -1.0% -19.3% 21.7%
1997 16.8% -1.1% 7.4% 24.0% -11.3%
1996 8.5% 5.3% 4.2% 3.8% -4.8%
1995 30.5% 5.6% 10.5% 11.8% 0.1%
1994 -4.5% -1.6% -8.1% 6.4% -0.7%
1993 20.3% 7.1% 0.7% 8.0% 3.4%
1992 54.4% 12.3% -13.1% 14.3% 38.4%
1991 51.6% 43.1% 9.2% -4.4% 1.5%
1990 -23.7% -4.8% 1.3% -28.6% 10.7%
1989 35.2% 12.0% 19.4% 2.4% -1.3%
1988 13.0% 12.7% 14.7% -5.6% -7.4%
1987 5.1% -34.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Envestnet Inc ORD 1.92%
Advanced Disposal Services Inc ORD 1.79%
Ollie's Bargain Outlet Holdings Inc ORD 1.72%
Trex Company Inc ORD 1.68%
Performance Food Group Co ORD 1.67%
Wolverine World Wide Inc ORD 1.61%
Entegris Inc ORD 1.60%
Teladoc Health Inc ORD 1.57%
National Vision Holdings Inc ORD 1.50%
Inphi Corp ORD 1.48%
28/02/2019

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/05/1987
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB0030880032

Purchase Info

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

Charges

  • Annual management1.30%
  • Initial investment0.00%

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