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JPM Europe Dynamic Small Cap D (perf) Acc EUR

Ranked 4 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Georgina Brittain

Georgina Brittain adopts a bottom-up stock selection style with a tilt towards value and earnings momentum at JP Morgan Asset Management. Brittain is a UK smaller companies expert and her key fund in the sector is the JPM UK Smaller Companies unit trust. She also manages the Fleming Smaller Companies investment trust and is responsible for the smaller company portions of various other funds. Born in August 1968, Brittain was educated at St Mary's Convent and studied Latin and Greek at Oxford. Brittain identifies seasoned investor Nils Taube as the man she admires most in the industry.

Jim Campbell

Scotsman Jim Campbell studied Economics and Law at Edinburgh University before entering the financial world. In 1988 he began a seven-year stint at Ivory & Sime where he worked as an investment manager for UK and European Smaller Companies. He subsequently switched to JP Morgan Asset Management in 1995. At JP Morgan, Campbell works closely with colleague Francesco Conte. The duo employ a mixture of bottom up, value and growth stock selection styles in their management of a selection of funds which includes the UK-domiciled JPM Europe Smaller Companies fund. They also claim responsibility for the JPM Europe Small Cap and JPM Europe Recovery SICAVs as well as a variety of segregated mandates. Campbell is a keen football fan who keeps fit with regular trips to the gym.

Francesco Conte

JP Morgan Asset Management’s European Smaller Companies specialist Francesco Conte has been managing funds for the group since joining in 1998. Conte began his career at specialist mergers and acquisitions boutique Ermgassen and Co. as an associate specialising in cross-border alliances. After a three-year stint he moved to Schroder Securities in 1993 taking on the role of lead sell-side analyst in the Italian equities team. At JP Morgan, Conte runs approximately €2 billion including the JPM Europe Small Cap fund. Born in Trapani, Italy, in 1966, Conte holds a degree in Economics with a focus on International Trade and Development from the London School of Economics. He keeps fit by running regularly and enjoys relaxing at the cinema or at home with a good book.


To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of small capitalisation European companies. At least 67% of the Sub-Fund's assets will be invested in equity securities of small capitalisation companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Market capitalisation is the total value of a company's shares and may fluctuate materially over time. Small capitalisation companies are those whose market capitalisation is within the range of the market capitalisation of companies in the Benchmark for the Sub-Fund at the time of purchase.

Showing fund performance in Portugal View performance globally


European Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 23.7% 8.7% 3.5% 7.9% 1.9%
2016 -5.0% -7.9% -4.2% 8.9% -1.1%
2015 32.8% 18.5% 0.5% -0.4% 11.9%
2014 3.2% 7.2% -5.0% -4.2% 5.7%
2013 39.1% 11.6% 3.0% 11.5% 8.6%
2012 24.7% 12.7% -3.8% 9.0% 5.5%
2011 -16.5% -0.4% -0.8% -18.9% 4.3%
2010 35.2% 6.3% -2.3% 13.7% 14.5%
2009 32.9% -6.6% 19.5% 16.7% 2.1%
2008 -51.8% -15.3% -0.6% -22.5% -26.1%
2007 -2.3% 7.9% 7.9% -7.2% -9.5%
2006 35.8% 19.3% -6.0% 5.5% 14.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Curacao
  5. Czech Republic
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Portugal
  19. Slovakia
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date05/12/2005
  • Share Class size43Mn
  • Base currencyEUR
  • ISIN LU0210075874

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).