Don San Jose, CFA

AAA
12 Years of experience

Professional background

Joined JP Morgan in 2000. Equity Research Associate, ING Baring Furman Selz.

Educational background

B.S. in Finance, Wharton School. University of Pennsylvania.

Performance

18.57%

Manager Annualised Return Since Inception

16.25%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

18.57%
16.25%
2.32%

10Y

14.98%
12.68%
2.3%

5Y

16.63%
16.20%
0.43%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

JPMorgan US Smaller Companies Investment Trust
Value investing using fundamental analysis
Benchmark
MSCI United States Small, NR
Class
-
ISIN
GB00BJL5F346
AUM
£ 313,800,000
Ongoing Charges
1.09%