JP Morgan Europe Smaller Companies Fund C Shares Net Income
Category Europe ex-UK Small/Mid-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.188
£0.027 (+2.33%)
Fund Code
SPECI
B83T7Q4
GB00B83T7Q40
Prices updated as at 14 Apr 2025
Prices in GBP
Investment objective
To provide capital growth over the long-term (5-10 years) by investing at least 80% of the Fund’s assets in small capitalisation European companies (excluding the UK). At least 80% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in a European country (excluding the UK). The Fund may have significant positions in specific sectors or markets from time to time.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | Europe ex-UK Small/Mid-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 1.52 | 3.18 |
31 Mar 15 - 31 Mar 16 | 16.49 | 8.81 |
31 Mar 16 - 31 Mar 17 | 26.41 | 26.45 |
31 Mar 17 - 31 Mar 18 | 14.62 | 8.88 |
31 Mar 18 - 31 Mar 19 | -7.08 | -7.26 |
31 Mar 19 - 31 Mar 20 | -13.70 | -12.92 |
31 Mar 20 - 31 Mar 21 | 62.87 | 58.31 |
31 Mar 21 - 31 Mar 22 | 0.19 | 2.74 |
31 Mar 22 - 31 Mar 23 | -5.17 | -3.65 |
31 Mar 23 - 31 Mar 24 | 5.88 | 3.43 |
31 Mar 24 - 31 Mar 25 | 0.70 | -2.73 |
Trailing returns (%)
Year | This fund | Europe ex-UK Small/Mid-Cap Equity |
---|---|---|
1 Day | 2.33 | 1.63 |
1 Month | -4.81 | -5.95 |
3 Months | 3.57 | -2.65 |
6 Months | -0.22 | -4.29 |
1 Year | 0.36 | -4.34 |
3 Years annualised | 1.66 | 0.69 |
5 Years annualised | 8.99 | 8.74 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.