JPM US Smaller Companies Investment Trust plc
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-run companies with a record of attractive and sustainable profit.
Key Features
- 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 of capital.
- Focuses on owning equity stakes in businesses that trade at a discount to their intrinsic value.
Key Risks
- 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.
Additional trust information
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Daily prices
Monthly Factsheet
Interactive Factsheet
Annual Report
Half Year Report
AGM dates and presentation
Audit committee
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Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
Past performance is not a guide to the future.