JP Morgan UK Smaller Companies Fund

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JP Morgan UK Smaller Companies Fund C Shares Net Income

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

£1.232

arrow-up£0.012 (+0.98%)

Fund Code

SPSCI

B8MZ4L7

GB00B8MZ4L75

Prices updated as at 12 May 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 UK companies. 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 the UK. This may include companies listed on AIM or included in the FTSE 250 index.
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.
Company name
JPMorgan Funds Limited
Fund launch date
16 Jul 1987
Domicile
United Kingdom
UCITS
Yes
Lead manager
Georgina Brittain
Lead manager start date
19 Sep 2000
Lead fund manager biography
Georgina Brittain, managing director, is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.
Fund manager
Katen Patel
Manager start date
21 Sep 2015
Fund manager biography
Katen Patel, vice president, is an assistant portfolio manager in the Europe Small/mid Cap team within the J.P. Morgan Asset Management European Equity Group. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.
Head office
60 Victoria Embankment
London
United Kingdom
EC4Y 0JP
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