About this trust

Buttons within the video area

Fund Manager interview

April 2013

Fund Manager Georgina Brittain speaks about the key objectives, features, performance and outlook for the Trust.

Watch presentation


Key features

  • Distinctive investment process that focuses on stock characteristics.
  • Can include fledgeling and AIM stocks to boost returns.
  • Managed by dedicated smaller company experts in JPMorgan's highly-respected European Equity Group.
  • Tight controls to manage the risks of smaller company investing.

Key risks

  • Investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.
  • Investment trusts may utilise gearing which will exaggerate market movements both down and up which could mean sudden and large falls in value. For further details, please refer to the trust's annual report and accounts.