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Jp Morgan Us Small Cap Growth Fund C Shares Net Income (0P0000X8HO)

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2.579 -0.050    -1.83%
01/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 195.96M
Type:  Fund
Market:  United Kingdom
Issuer:  JPMorgan Funds Limited
ISIN:  GB00B88VFM76 
Asset Class:  Equity
JP Morgan US Small Cap Growth Fund C Shares Net In 2.579 -0.050 -1.83%

0P0000X8HO Overview

 
On this page you'll find an in-depth profile of Jp Morgan Us Small Cap Growth Fund C Shares Net Income. Learn about the key management, total assets, investment strategy and contact information of 0P0000X8HO among other information.
Category

US Small-Cap Equity

Total Assets

195.96M

Expenses

0.78%

Inception Date

Oct 22, 2012

Investment Strategy

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.

Contact Information

Address 60 Victoria Embankment
London, EC4Y 0JP
United Kingdom
Phone -

Top Executives

Name Title Since Until
Timothy RV Parton Managing Director 2014 Now
Biography Timothy Parton, managing director of J.P. Morgan Investment Management Inc. (J.P. Morgan), is a portfolio manager within the U.S. Equity Group. An employee since 1986, Tim has managed a variety of Small and Mid-Cap portfolios over his tenure. Tim has been managing the J.P. Morgan Mid Cap Growth Strategy since November 2001 and the J.P. Morgan Growth Advantage Strategy since its inception in September 2005. In addition, Tim is a co-portfolio manager on the J.P. Morgan Equity Focus Strategy and J.P. Morgan Mid Cap Equity Strategy. Tim holds a B.Sc. in Economics and Accounting from the University of Bristol in England. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
Eytan M. Shapiro CIO (Chief Investment Officer) 1994 Now
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.
Christopher Mark Jones Managing Director 2012 2014
Biography Christopher M.V. Jones, managing director,is the CIO of the Growth and Small Cap U.S. Equity Team. An employee since 1982, Chris has had fund management and analytical responsibilities on the small cap team since 1986. He has served as the team's chief investment officer since 1993 and has headed all of our Growth investments since 2006. He holds an M.A. in history from Cambridge University and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder.
Timothy RV Parton Managing Director 2003 2004
Biography Timothy Parton, managing director of J.P. Morgan Investment Management Inc. (J.P. Morgan), is a portfolio manager within the U.S. Equity Group. An employee since 1986, Tim has managed a variety of Small and Mid-Cap portfolios over his tenure. Tim has been managing the J.P. Morgan Mid Cap Growth Strategy since November 2001 and the J.P. Morgan Growth Advantage Strategy since its inception in September 2005. In addition, Tim is a co-portfolio manager on the J.P. Morgan Equity Focus Strategy and J.P. Morgan Mid Cap Equity Strategy. Tim holds a B.Sc. in Economics and Accounting from the University of Bristol in England. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
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