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JPMorgan US Small Cap Growth Inclusive - Class A - Income (USD)

Sell:19,139.69p Buy:20,198.36p Change: 61.56p (0.32%)
Prices as at 5 December 2019
Sell:19,139.69p
Buy:20,198.36p
Change: 61.56p (0.32%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 5 December 2019
Sell:19,139.69p
Buy:20,198.36p
Change: 61.56p (0.32%)
Prices as at 5 December 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

05/12/14 to 05/12/15 05/12/15 to 05/12/16 05/12/16 to 05/12/17 05/12/17 to 05/12/18 05/12/18 to 05/12/19
Annual return 4.45% 22.34% 30.12% 13.78% 13.34%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Timothy Parton
Manager start date: 30 April 2014
Manager located in: New York

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 Growth Advantage Strategy since its inception in September 2005. In addition, he is a co-portfolio manager on the Equity Focus Strategy. 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.

manager photo
Manager Name: Eytan Shapiro
Manager start date: 1 June 2003
Manager located in: .

Eytan M. Shapiro, managing director, is the CIO of the Growth & Small Cap U.S. Equity Team. A member of the team since 1992, Eytan is also the portfolio manager for the U.S. Small Cap Growth Strategy, which includes the JPMorgan Small Cap Growth Fund and the JPM US Small Cap Growth Fund. Additionally, he serves as a co-portfolio manager on the JPMorgan Small Cap Blend Fund. An employee since 1985, Eytan was a portfolio manager in the firm's Hong Kong office before joining the small cap team.  Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account