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Data as at: 03/09/2026

Fund manager benchmark
Russell 2000 TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
JPMorgan US Smaller Companies Share price total return 8.0 21.9 4.9 122.6
North American Smaller Companies AIC sector Share price total return N/A N/A N/A N/A
JPMorgan US Smaller Companies NAV total return 8.1 13.2 10.0 109.6
North American Smaller Companies AIC sector NAV total return N/A N/A N/A N/A
Morningstar US Small Cap * Total return 19.3 41.0 42.6 151.8
Return type 1 year 3 years 5 years 10 years
JPMorgan US Smaller Companies Share price total return 10,800 12,190 10,490 22,260
North American Smaller Companies AIC sector Share price total return N/A N/A N/A N/A
Morningstar US Small Cap * Total return 11,930 14,100 14,260 25,180
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Discrete annual performance (%) Discrete annual performance (£)

Return type 03/09/21 - 22 03/09/22 - 23 03/09/23 - 24 03/09/24 - 25 03/09/25 - 26
JPMorgan US Smaller Companies Share price total return -9.9 -0.7 11.6 -3.0 8.0
JPMorgan US Smaller Companies NAV total return -3.7 0.5 6.5 -1.8 8.1
Morningstar US Small Cap * Total return -2.1 3.3 10.9 9.0 19.3
Return type 03/09/21 - 22 03/09/22 - 23 03/09/23 - 24 03/09/24 - 25 03/09/25 - 26
JPMorgan US Smaller Companies Share price total return 9,010 9,930 11,160 9,700 10,800
Morningstar US Small Cap * Total return 9,790 10,330 11,090 10,900 11,930
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