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Jupiter US Smaller Companies PLC (FSC.L)

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984.00-14.00 (-1.40%)
At close: 06:07PM EDT

Jupiter US Smaller Companies PLC

Östermalmstorg 1

Primrose Street

Management information
Robert Siddles,Lead manager since 31 December 2000
Robert Siddles joined Jupiter in January 2014 as an equity fund manager specialising in US smaller companies. Robert joined Jupiter from F&C, where he was a US smaller companies fund manager from 2001. Prior to this he spent nine years at Gartmore Investment Management, the last five as head of US equities. Before this he spent five years at Capel-Cure Myers Capital Management as a US fund manager and three years at Coopers & Lybrand. Robert qualified as a chartered accountant with Coopers and Lybrand and has a DPLI in Physical Chemistry from Oxford University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUS Small-Cap Equity
Fund familyJupiter Asset Management Limited
Net assets167.45M
YTD return5.32%
Yield0.00%
Morningstar rating★★★★
Inception date9 Mar 1993

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover61.96%
Average for categoryN/A

Fees and expenses

ExpenseFSC.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A