JPMorgan UK Small Cap Growth & Income Ord (JUGI)

Category UK Small-Cap Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Sell

334.00p

Buy

335.00p

arrow-up0.00p (+0.00%)

Discount/Premium

-2.77%

Estimated NAV

343.50p

Prices updated at 26 Sep 2024, 16:35 BST

Prices minimum 15 mins delay

Prices in GBX

Investment objective

To achieve capital growth from UK listed smaller companies and a rising share price over the longer term by taking carefully controlled risks.

FTSE All-Share

0.34%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

JP Morgan Asset Management (UK) Ltd

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

31 Jul 2025

Launch date

06 Aug 1990

Lead manager

Georgina Brittain

Lead manager start date

02 Jan 1998

Lead fund manager biography

Georgina Brittain, managing director, is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

+44 20 77424000

Company website

Important Information

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