360.00p
+1.84%
Close of 9 Nov 2026, in pence
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About JPMorgan UK Small Cap Growth & Income
Its shares trade on LSE under the ticker JUGI.L. It has been listed since 28 August 1990. In the fiscal year to 31 July 2025, it reported revenue of £3.7m and a net loss of £3.0m. At that date it held total assets of £536.7m and shareholders' equity of £473.0m.
Jpmorgan UK Smaller Companies Investment Trust PLC is a GB-based company operating in industry. JPMorgan UK Smaller Companies Investment Trust plc is a United Kingdom-based investment company. The firm's objective is to provide capital growth from investing in the United Kingdom smaller companies by outperformance of the Numis Smaller Companies plus alternative investment market (AIM) Index. The firm is focused on investing in the United Kingdom smaller companies by outperformance of the Numis Smaller Companies plus alternative investment market (AIM) Index and a rising share price over the longer term by taking controlled risk. The firm invests in a range of sectors, including consumer discretionary, industrials, financials, technology, energy, healthcare, real estate, consumer staples, telecommunications and utilities. JPMorgan Funds Limited (JPMF) is the manager of the Company.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 28 Aug 1990
Leadership
Pay as last reported
- Ms. Lisa GordonNon-Executive Independent Director£12,296
- Mr. Richard GubbinsNon-Executive Independent Director£12,695
- Mrs. Katrina HartNon-Executive Independent Director£29,000
- Mr. Gordon HumphriesNon-Executive Independent Director£39,696
- Ms. Hannah PhilpNon-Executive Independent Director£12,423
- Ms. Alice RyderSenior Non-Executive Independent Director£30,500
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Jpmorgan UK Smaller Companies Investment Trust benefits from a highly skilled and knowledgeable investment management team. Their expertise in identifying attractive investment opportunities within the UK small-cap sector provides a strong foundation for generating returns.
- The trust has a successful long-standing track record of delivering above-average returns to its investors. This consistent performance over time demonstrates the trust's ability to navigate the challenges of the UK smaller companies market and generate favorable outcomes.
- Jpmorgan UK Smaller Companies Investment Trust maintains a well-diversified portfolio, spreading investments across various small-cap companies in different sectors. This diversification helps to mitigate risks associated with individual companies or sectors and allows for potential growth opportunities.
Weaknesses
- As an investment trust primarily focused on UK smaller companies, Jpmorgan UK Smaller Companies Investment Trust is susceptible to market volatility. The trust's performance may be impacted during periods of economic uncertainty or market downturns, potentially leading to fluctuating returns.
- The trust's performance heavily depends on the conditions of the UK market, specifically within the small-cap sector. Changes in macroeconomic factors, regulatory environment, and investor sentiment can significantly influence the trust's returns, making it vulnerable to local market fluctuations.
Opportunities
- The UK smaller companies sector offers significant growth potential due to the presence of innovative and fast-growing businesses. Jpmorgan UK Smaller Companies Investment Trust can leverage its expertise to identify promising investment opportunities within this sector and capitalize on their growth potential.
- As investor interest in the UK smaller companies market grows, there is an opportunity for Jpmorgan UK Smaller Companies Investment Trust to attract more capital inflows. This increased demand can further enhance the trust's ability to deploy capital effectively and generate attractive returns for its investors.
Threats
- Uncertain economic conditions, such as recessions or prolonged periods of economic instability, can pose a threat to the trust's performance. Fluctuations in consumer spending, business confidence, and interest rates can impact the profitability and growth prospects of the UK smaller companies, affecting the trust's returns.
- Jpmorgan UK Smaller Companies Investment Trust faces competition from other investment vehicles, such as other trusts or funds, that also target the UK smaller companies market. The availability of alternative investment options may reduce the trust's market share and potentially result in lower capital inflows.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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