JP Morgan US Small Cap Growth Fund C Shares Net Accumulation
Category US Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£8.434
£0.065 (+0.78%)
Fund Code
SPSMA
B8H99P3
GB00B8H99P30
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 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
JPMorgan Funds Limited
Fund launch date
22 Oct 2012
Domicile
United Kingdom
UCITS
Yes
Lead manager
Eytan Shapiro
Lead manager start date
30 Nov 1994
Lead fund manager biography
Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. 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. He began his investment career in 1982.
Fund manager
Matthew Cohen
Manager start date
13 Jul 2022
Fund manager biography
Matthew G. Cohen, M.D., managing director, is a research analyst in the U.S. Equity Group. An employee since 2005, Dr. Cohen has been portfolio manager since 2015 and a research analyst in the firm’s U.S. Equity Group since 2005. Before joining the firm, Matthew was a senior healthcare analyst at Medici Healthcare and a senior analyst covering medical products at Narragansett Asset Management, a New York-based healthcare hedge fund. Prior to that, Dr. Cohen was a resident surgeon in the Department of General Surgery at the North Shore University Hospital NYU School of Medicine. Matthew holds an M.B.A. from New York University Stern School of Business and an M.D. from McGill University in Montreal.
Head office
60 Victoria Embankment
London
United Kingdom
EC4Y 0JP
Got a question?
Get in touch
we're here to help:
+44 1268 44 44 70
Mon-Fri 8am to 6pm