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

£2.974

arrow-up£0.014 (+0.47%)

Fund Code

SPSMI

B88VFM7

GB00B88VFM76

Prices updated as at 16 Apr 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 , 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
31 Mar 15 - 31 Mar 16	-15.65	-6.64
31 Mar 16 - 31 Mar 17	52.20	41.17
31 Mar 17 - 31 Mar 18	16.25	0.91
31 Mar 18 - 31 Mar 19	19.14	11.05
31 Mar 19 - 31 Mar 20	-6.34	-17.34
31 Mar 20 - 31 Mar 21	68.33	74.58
31 Mar 21 - 31 Mar 22	-12.10	-0.22
31 Mar 22 - 31 Mar 23	-15.66	-5.15
31 Mar 23 - 31 Mar 24	20.38	17.09
31 Mar 24 - 31 Mar 25	-12.88	-8.14
31 Mar 25 - 31 Mar 26	8.42	16.69

Trailing returns (%)

Year	This fund	US Small-Cap Equity
1 Day	1.72	0.22
1 Month	7.79	5.64
3 Months	0.48	0.05
6 Months	5.87	7.80
1 Year	33.27	32.05
3 Years annualised	7.84	10.20
5 Years annualised	-1.91	4.75

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. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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