Home › All trusts › JPMorgan US Smaller Companies Investment Trust plc
JPMorgan US Smaller
Companies Investment Trust plc
Bloomberg ticker: JUSC LN
JPMorgan US Smaller Companies Investment Trust plc provides access to potentially faster growing smaller US stocks. Investors benefit from a proven investment approach that seeks out well-managed companies with a record of attractive and sustainable profit.
About this trust
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Fund Manager interview
US Equity Client Portfolio Manager Fiona Harris speaks about the key objectives,
features, performance and outlook for the Trust.
The portfolio is a product of the investment team's bottom-up investment approach
and disciplined portfolio construction.
Invests in companies that have a sustainable competitive advantage and are
run by competent management teams who have a record of success and are good stewards
Focuses on owning equity stakes in businesses that trade at a discount to
their intrinsic value.
Exchange rate changes may cause the value of underlying overseas investments
to be volatile.
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.
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Additional trust information
View trust information such as daily prices, factsheets, report and accounts and AGM details.
The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Tax benefits and liabilities depend on individual circumstances and may change in the future.
Past performance is not a guide to the future.
The Company currently conducts its affairs so that the shares issued by the Company can be recommended by IFAs to ordinary retail investors in accordance with the FCA’s rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future.
The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares and debentures in an investment trust.