JPMorgan Smaller Companies Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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JPMorgan Smaller Companies Investment Trust plc
(GB0007416000)
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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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Monthly Factsheet   Other trust documents  
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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 )

The Company's share price outperformed the benchmark in May, while the net asset value performed in line. Key positive contributions came from Warpaint, a producer of value-orientated cosmetics and a recent initial public offering that we participated in. The company reported good results in the month, leading to a positive share price reaction. Victoria Plc, a leading UK carpet manufacturer, also benefited performance as shares continued to re-rate on the back of the ongoing industry consolidation. Not owning Lonmin, a platinum miner, also contributed positively as concerns grew over the company's balance sheet. OneSavings Bank was a key detractor after a private equity shareholder reduced its holding, causing some pressure on the share price.

Documents

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

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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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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.