JPMorgan US Smaller Companies Investment Trust (JUSC)

Category US Small-Cap Equity

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

Sell

488.00p

Buy

491.00p

arrow-up2.00p (+0.41%)

Discount/Premium

-3.93%

Estimated NAV

507.96p

Prices updated at 13 Nov 2024, 17:15 GMT

Prices minimum 15 mins delay

Prices in GBX

Investment objective

To achieve long-term capital growth from investing in US micro-cap companies. A bottom-up approach will be taken and the Fund will target companies that have a sustainable competitive advantage, run by competent management teams who have a track record of success and are good stewards of capital; and to focus on owning equity stakes in businesses that trade at a discount to their intrinsic value.

FTSE All-Share

-0.01%

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 Dec 2024

Launch date

12 Jan 1982

Lead manager

Don San Jose

Lead manager start date

01 May 2009

Lead fund manager biography

Don San Jose, CFA, Managing Director, has been an analyst with the U.S. small cap equity group since 2004 and a portfolio manager since 2007. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder.

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

+44 20 77424000

Company website

Important Information

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