JPMorgan Smaller Companies Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
CLOSE
JPMorgan Smaller Companies Investment Trust plc
(GB0007416000)
Loading...

JPMORGAN SMALLER COMPANIES INVESTMENT TRUST PLC

It's the small things that drive our economy

This trust aims to give investors access to the fast growing, innovative smaller companies that help drive the UK domestic economy. The trust is managed by a team dedicated to finding the most attractive high quality UK-listed smaller companies.

 *

 

Monthly Factsheet   Other trust documents  
Loading...

About this trust

Risks

Performance

Performance widget loading ...

Fees

Fees widget loading ...

Portfolio

Portfolio widget loading ...

Manager Commentary

Fund Managers

Board of Directors

  • Michael Quicke

  • Ivo Coulson

  • Andrew Robson

  • Frances Davies

  • Andrew Impey

  • Alice Ryder

In their words (as of )

The Company's net asset value outperformed the benchmark in March, while the share price underperformed. Key positive contributions came from Hill & Smith, a UK industrial company, and OneSavings Bank, a UK challenger bank, both of which rallied strongly after delivering good results in the month. Not owning Lonmin, a platinum miner, also benefited the portfolio's performance as the company posted a weak set of results. Our position in Somero, a US-focused construction company, contributed positively to performance as the company posted good results and a special cash return to shareholders. Not owning Laird detracted from performance as the stock rallied on anticipation of a successful equity raise.

Documents

Learn More

Find out more

For contact details and more information on our trust range use the following links:

Loading...
Loading...
Loading...
Loading...

AGM information

Annual General Meeting: 28 November 2016 3.00 p.m., 60 Victoria Embankment, London EC4 OJP.

Loading...
Loading...
Loading...

Disclaimer

Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2017. "FTSE®" is a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
Source:Morningstar (www.morningstar.co.uk)
3 Gearing represents the excess amount above shareholders' funds of total investments (excluding liquidity fund holdings) expressed as a percentage of the shareholders' funds. If the amount calculated is negative, this is known as a "net cash" position.
7 Non-Benchmark holdings (where held) are classified in the appropriate sector/region. Cash is net current assets and holdings used as cash substitutes if applicable.