JP Morgan UK Smaller Companies Fund C Shares Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 25.46 | -12.08 | 40.12 | 7.64 | 24.20 | -25.37 | 7.11 | 8.19 |
+/- Category | -0.50 | -0.10 | 14.87 | 0.35 | 1.35 | -1.34 | 7.35 | -0.37 |
+/- Category Index | - | - | - | - | - | - | 0.21 | 5.18 |
% Rank in Category | 59 | 43 | 3 | 47 | 45 | 56 | 10 | 56 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | -0.08 | 0.51 |
1 Week | 1.25 | -0.26 | -0.60 |
1 Month | 6.74 | 3.06 | 1.89 |
3 Months | 7.14 | -2.15 | -1.02 |
6 Months | 15.41 | 1.67 | 4.01 |
YTD | 13.17 | 0.93 | 5.44 |
1 Year | 24.92 | 7.36 | 9.45 |
3 Years Annualised | -1.21 | 3.03 | 0.90 |
5 Years Annualised | 8.03 | 3.08 | 6.12 |
10 Years Annualised | 8.24 | 1.21 | 3.09 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.33 | 3.70 | - | - |
2023 | -1.91 | 0.00 | 0.37 | 8.79 |
2022 | -12.15 | -18.66 | -7.09 | 12.41 |
2021 | 6.41 | 10.58 | 4.24 | 1.25 |
2020 | -30.91 | 17.98 | 10.48 | 19.53 |
2019 | 7.28 | 7.30 | 1.44 | 20.00 |
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