JP Morgan US Small Cap Growth Fund

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JP Morgan US Small Cap Growth Fund C Shares Net Income

Category US Small-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.454

arrow-down£-0.062 (-2.53%)

Fund Code

SPSMI

B88VFM7

GB00B88VFM76

Prices updated as at 21 May 2025
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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.

Annual performance (%)

YearThis fundUS Small-Cap Equity
31 Mar 14 - 31 Mar 1519.7118.19
31 Mar 15 - 31 Mar 16-15.65-6.64
31 Mar 16 - 31 Mar 1752.2041.17
31 Mar 17 - 31 Mar 1816.250.91
31 Mar 18 - 31 Mar 1919.1411.05
31 Mar 19 - 31 Mar 20-6.34-17.34
31 Mar 20 - 31 Mar 2168.3374.58
31 Mar 21 - 31 Mar 22-12.10-0.22
31 Mar 22 - 31 Mar 23-15.66-5.15
31 Mar 23 - 31 Mar 2420.3817.09
31 Mar 24 - 31 Mar 25-12.88-8.14

Trailing returns (%)

YearThis fundUS Small-Cap Equity
1 Day-0.32-1.64
1 Month12.1110.73
3 Months-15.55-10.90
6 Months-15.09-14.31
1 Year-7.64-4.99
3 Years annualised1.864.48
5 Years annualised0.848.90
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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