Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

JPM US Smaller Companies

Ranked 3 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

To provide long-term capital growth by investing primarily in US smaller companies. US smaller 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).

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 10.2% 6.7% 8.7%
2016 6.4% -10.8% 4.0% 13.4% 1.1%
2015 -3.4% 6.3% 0.9% -16.9% 8.4%
2014 -1.8% -1.3% -2.8% -4.6% 7.2%
2013 45.4% 14.2% 5.6% 13.1% 6.7%
2012 8.1% 12.1% -10.2% 10.9% -3.2%
2011 -5.5% 7.1% -0.9% -22.2% 14.5%
2010 33.1% 8.5% -9.5% 11.8% 21.4%
2009 44.3% -6.0% 23.8% 17.5% 5.6%
2008 -45.9% -16.3% 0.8% -11.6% -27.4%
2007 9.3% 0.3% 7.7% 6.3% -4.8%
2006 14.6% 14.7% -6.8% -2.4% 9.9%
2005 7.3% -4.4% 3.2% 6.1% 2.5%
2004 13.8% 4.6% -0.2% -4.6% 14.3%
2003 43.8% -2.4% 20.2% 8.3% 13.1%
2002 -43.1% -8.9% -25.2% -22.5% 7.8%
2001 -11.7% -26.3% 26.9% -33.7% 42.3%
2000 -13.2% 1.2% 8.6% 0.2% -21.2%
1999 28.3% -1.0% 16.0% -7.4% 20.7%
1998 8.4% 12.2% -1.4% -17.8% 19.1%
1997 12.3% -5.1% 8.9% 20.3% -9.7%
1996 19.6% 3.6% 6.0% 4.5% 4.3%
1995 -1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/05/1987
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN GB0030880032

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

Related News

JPM AM soft-closes US small-cap fund after hitting $1bn limit

Asset management firm imposes restrictions on long-running strategy just two months after imposing constraints on US investor equivalent.

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