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

JPMORGAN SMALLER COMPANIES INVESTMENT TRUST PLC

It's the small things that strengthen 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.

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About this trust

Risks

Performance

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Fees

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Portfolio

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Manager Commentary

Fund Managers

Board of Directors

  • Michael Quicke

  • Ivo Coulson

  • Andrew Robson

  • Frances Davies

  • Andrew Impey

  • Alice Ryder

In their words (as of 31 Jul 2017)

The fund outperformed the benchmark during the month. Fever-Tree, a beverage producer of premium mixers, was the largest contributor, as shares reacted very positively to a strong set of results and an upgrade to company guidance. Keywords Studios, a provider of outsourced technical services to the computer games industry, and FDM, an IT recruitment specialist, also contributed positively as both companies had very good results during the month, leading to significant share price appreciation. The largest detractor was 4imprint, a promotional products provider focused on the US market, which was weak for no fundamental reason.

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AGM information

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

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Important information

This is a promotional page and as such the views contained herein are not to be taken as advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research on this page has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s at the date of publishing. They are considered to be reliable at the time of publishing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance is not a reliable indicator to current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

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 license. 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.