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JPM US Small Cap Growth A Dis USD

Ranked 2 out of 121 in - US Small & Medium Companies over 12 months
All calculations are in USD 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

At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in a growth style biased portfolio of equity securities of small capitalisation companies that are domiciled in, or carrying out the main part of their economic activity in, the US. Market capitalisation is the total value of a company's shares and may fluctuate materially over time. Small capitalisation companies are those whose market capitalisation is within the range of the market capitalisation of companies in the Benchmark for the Sub-Fund at the time of purchase.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.1% 6.9% 9.1%
2016 5.7% -10.4% 7.1% 10.4% -0.2%
2015 -4.1% 3.4% 5.0% -17.3% 6.8%
2014 -1.4% 1.2% -4.5% -7.6% 10.5%
2013 45.7% 13.9% 7.5% 11.3% 6.9%
2012 8.6% 12.5% -7.3% 7.7% -3.3%
2011 -5.8% 8.4% -1.2% -26.1% 18.9%
2010 31.7% 8.2% -11.2% 14.7% 19.5%
2009 40.0% -9.5% 26.7% 14.2% 6.8%
2008 -44.5% -15.8% -2.9% -9.1% -25.3%
2007 9.6% -0.2% 7.6% 5.9% -3.6%
2006 15.3% 15.5% -7.0% -3.5% 11.3%
2005 5.8% -4.9% 2.6% 7.1% 1.2%
2004 15.0% 5.1% 0.2% -4.6% 14.4%
2003 40.4% -4.1% 21.0% 7.2% 12.8%
2002 -42.6% -8.7% -24.5% -24.6% 10.3%
2001 -11.3% -23.8% 27.9% -34.5% 39.0%
2000 -13.5% 3.0% 5.8% -1.0% -19.8%
1999 27.7% -0.3% 18.0% -7.9% 18.0%
1998 7.1% 12.4% -1.6% -20.3% 21.6%
1997 15.9% -7.0% 14.2% 19.0% -8.4%
1996 18.4% 4.0% 5.6% 4.0% 3.8%
1995 -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hungary
  10. Ireland
  11. Italy
  12. Jersey
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Poland
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date11/09/1984
  • Share Class size53Mn
  • Base currencyUSD
  • ISIN LU0053671581

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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