JP Morgan UK Smaller Companies C Acc
- Citicode
- GROO
- Launch Date
- 22-10-2012
- Fund Size
- £202,011,921
- Yield
- 1.94%
- Ongoing Charge
- 0.81%
- Fund Managers
- Georgina Brittain
Katen Patel
Fund 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.
Top 10 Holdings
Asset Class
Fund Manager
Georgina Brittain
Start Date
19-09-2000
Bio
Georgina Brittain, Managing Director, is a portfolio manager for small and mid cap strategies within the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team, based in London. Georgina is a portfolio manager for our UK small and mid cap funds and is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.
Fund Manager
Katen Patel
Start Date
21-09-2015
Bio
Katen Patel, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the UK Mid and Small Cap investment team, with additional focus on income and sustainable mandates. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a BSc. in Management from the London School of Economics and Political Science and is a CFA charterholder.
Data source:
All financial data is supplied by FE
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