Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM UK Smaller Companies

Ranked 1 out of 2 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Georgina Brittain

Georgina Brittain adopts a bottom-up stock selection style with a tilt towards value and earnings momentum at JP Morgan Asset Management. Brittain is a UK smaller companies expert and her key fund in the sector is the JPM UK Smaller Companies unit trust. She also manages the Fleming Smaller Companies investment trust and is responsible for the smaller company portions of various other funds. Born in August 1968, Brittain was educated at St Mary's Convent and studied Latin and Greek at Oxford. Brittain identifies seasoned investor Nils Taube as the man she admires most in the industry.

Katen Patel

Objective

To provide long-term capital growth by investing primarily in UK smaller companies. UK smaller companies are companies that are incorporated under the laws of, and have their registered office in, the UK, or that derive the predominant part of their economic activity from the UK, even if listed elsewhere. This may include companies listed on AIM or included in the FTSE 250 index. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed income securities, cash and cash equivalents may be held on an ancillary basis,as appropriate.

Showing fund performance in Jersey View performance globally

Performance

UK Smaller Companies over : 31/07/2017 - 31/07/2018
  • Rank 1/2 Total Return
  • Rank 2/2 Standard Deviation
  • Rank 1/2 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 9.2%
2017 24.6% 8.6% 2.2% 6.1% 5.8%
2016 -2.5% -4.3% -13.7% 15.8% 2.0%
2015 20.1% 5.8% 7.4% 4.0% 1.6%
2014 -5.7% 2.1% -5.3% -1.6% -0.9%
2013 39.7% 16.3% 1.4% 10.8% 6.8%
2012 25.3% 16.5% -4.3% 8.6% 3.6%
2011 -12.4% 4.0% 2.9% -18.6% 0.6%
2010 34.0% 2.4% -3.3% 18.5% 14.2%
2009 47.6% -5.0% 22.2% 34.6% -5.5%
2008 -45.1% -10.9% -0.4% -14.7% -27.6%
2007 -10.9% 4.4% 2.9% -6.5% -11.2%
2006 35.0% 15.9% -4.5% 5.7% 15.4%
2005 31.5% 7.6% 1.8% 11.0% 8.2%
2004 20.4% 7.8% -0.5% 1.0% 11.1%
2003 39.0% -8.3% 25.0% 15.2% 5.3%
2002 -25.3% -2.9% -10.3% -18.4% 5.0%
2001 -17.7% -11.1% 0.8% -22.1% 18.0%
2000 5.3% 13.1% -7.1% 11.9% -10.5%
1999 85.7% 19.8% 9.7% 6.0% 33.4%
1998 1.5% 18.9% 3.1% -22.5% 6.9%
1997 9.0% 4.7% -4.1% 6.9% 1.5%
1996 18.6% 9.6% 7.3% -0.8% 1.7%
1995 19.1% -1.6% 8.8% 10.8% 0.4%
1994 0.8% 7.5% -4.1% 1.3% -3.5%
1993 29.4% 18.3% -0.7% 3.5% 6.5%
1992 -15.0% -1.2% 2.7% -17.2% 1.1%
1991 15.3% 21.3% -2.7% 5.7% -7.5%
1990 -16.3% 3.4% 1.5% -21.0% 0.9%
1989 3.0% 18.0% 4.8% -3.2% -14.0%
1988 40.1% 19.4% 11.6% 0.1% 5.0%
1987 -31.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date16/07/1987
  • Share Class size66Mn
  • Base currencyGBP
  • ISIN GB0030880255

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).