JP Morgan UK Smaller Companies Fund C Shares Net Accumulation
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£6.899
£-0.005 (-0.07%)
Fund Code
SPSCA
B84LQR3
GB00B84LQR33
Prices updated as at 25 Apr 2024
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 small capitalisation UK companies. At least 80% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in the UK. This may include companies listed on AIM or included in the FTSE 250 index.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Katen Patel, Georgina Brittain |
| 6.94 | |
| 5.56 | |
| Fund comparative index | Deutsche Numis SC Pl AIM ExIvt Cm TR GBP |
| UK Smaller Companies | |
| - | |
| 0.87 | |
| 0.26 | |
| 0.00 | |
| UK Small-Cap Equity | |
| No | |
| Fund provider | JPMorgan Funds Limited |
| Share class launch date | 22 Oct 2012 |
| £158.46m | |
| - | |
| 2.50 | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
