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
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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.