JP Morgan US Small Cap Growth Fund B Shares Net Accumulation header image

JP Morgan US Small Cap Growth Fund B Shares Net Accumulation

Fund

ISIN GB00B2359Z32 / Valor 4239893

NAV (2025-01-16)
GBP 11.11+1.46%

JP Morgan US Small Cap Growth Fund B Shares Net Accumulation
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to provide capital growth over the long-term (5-10 years) by investing at least 80% of its assets in a growth style biased portfolio of small capitalization US companies.

Fund Exposure

The fund is primarily exposed to a growth style biased portfolio of equities of small capitalization companies that are domiciled, or carrying out the main part of their economic activity, in the US. It may also have exposure to Canadian companies, cash, and near cash on an ancillary basis.

Risks

Some of the risks associated with this fund include market risk, currency risk (typically USD), and the potential impact of derivatives used for efficient portfolio management and hedging purposes. Additionally, as the fund is actively managed, it may bear little resemblance to its benchmark, the Russell 2000 Growth index.

Content summarized by AI chatbot
Source

https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpm-us-small-cap-growth-fund-c-net-income-gb00b88vfm76

Tags:
growth russell 2000 growth us small cap

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

JP Morgan US Small Cap Growth Fund B Shares Net Income
JP Morgan US Small Cap Growth Fund B Shares Net Income JP Morgan US Small Cap Growth Fund B Shares Net Income Valor: 4239916
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.55%GBP 11.11
JP Morgan US Small Cap Growth Fund C Shares Net Income
JP Morgan US Small Cap Growth Fund C Shares Net Income JP Morgan US Small Cap Growth Fund C Shares Net Income Valor: 19944156
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.46%GBP 3.00
JP Morgan US Small Cap Growth Fund C Shares Net Accumulation
JP Morgan US Small Cap Growth Fund C Shares Net Accumulation JP Morgan US Small Cap Growth Fund C Shares Net Accumulation Valor: 19944167
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.50%GBP 11.48