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

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Manager Commentary

Fund Managers

In their words (as of 31 Oct 2016)

The Company's share price and net asset value underperformed the benchmark in October. A key positive contribution came from OneSavings Bank, as the stock price recovered in the month from depressed levels, having fallen sharply in previous months despite solid fundamentals. Trifast, the industrial fastenings distributor, was also a key contributor, as the stock reported a positive set of results in the month. Mortgage Advice Bureau also delivered strong results and contributed positively to performance. Not holding Sanne Group was a key detractor as the company benefited from good results. NCC Group was another detractor, as shares were negatively impacted by the company reporting a number of contract cancellations.


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AGM information

Annual General Meeting: 29 November 2016 3.00 p.m., location TBC

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Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2016. "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 (
3 Actual gearing: Represents the excess amount above shareholders' funds of total assets less cash/cash equivalents, expressed as a percentage of shareholders funds. If the amount calculated is negative, this represents 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.