JP Morgan US Small Cap Growth Fund C Shares Net Income

Category US Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.974

arrow-up£0.084 (+2.91%)

Fund Code

SPSMI

B88VFM7

GB00B88VFM76

Prices updated as at 22 Nov 2024

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 a growth style biased portfolio of small capitalisation US companies. At least 80% of assets invested in a growth style biased portfolio of equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in the US.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Michael Stein, Phillip Hart, Eytan Shapiro, Matthew Cohen
	2.98
	2.23
Fund comparative index	Russell 2000 Growth Net of 15% withh tax
	North American Smaller Companies
	0.08
	0.81
	0.25
	0.00
	US Small-Cap Equity
	No
Fund provider	JPMorgan Funds Limited
Share class launch date	22 Oct 2012
	£163.22m
	-
	0.00
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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