JP Morgan US Small Cap Growth Fund C Shares Net Income

Category US Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£3.312

arrow-down£-0.037 (-1.10%)

Fund Code

SPSMI

B88VFM7

GB00B88VFM76

Prices updated as at 23 Jul 2026

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 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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , 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.

Annual performance (%)

Year	This fund	US Small-Cap Equity
30 Jun 15 - 30 Jun 16	-0.94	8.64
30 Jun 16 - 30 Jun 17	39.77	26.65
30 Jun 17 - 30 Jun 18	33.06	16.18
30 Jun 18 - 30 Jun 19	6.57	2.86
30 Jun 19 - 30 Jun 20	18.68	0.90
30 Jun 20 - 30 Jun 21	30.31	41.46
30 Jun 21 - 30 Jun 22	-27.65	-15.40
30 Jun 22 - 30 Jun 23	5.59	10.55
30 Jun 23 - 30 Jun 24	7.97	9.43
30 Jun 24 - 30 Jun 25	-6.67	-1.64
30 Jun 25 - 30 Jun 26	40.21	36.42

Trailing returns (%)

Year	This fund	US Small-Cap Equity
1 Day	2.04	0.17
1 Month	-2.16	-1.15
3 Months	9.05	6.77
6 Months	11.48	8.85
1 Year	30.36	27.20
3 Years annualised	10.08	11.56
5 Years annualised	1.17	7.00

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.

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