JPMorgan US Smaller Companies Investment Trust specialises in investing in US smaller companies.
Investment Objective
Capital growth from investing in US smaller companies. The US smaller companies universe comprises more than 2,500 individual companies and represents the bottom 10% of the US stockmarket by market capitalisation.
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
Please remember that the value of investments can fall as well as rise and investors may not get back the full amount invested
- 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.
Report and accounts
Annual Report
Half Year Report
2011 AGM Presentation
View historic reports
J.P. Morgan Helpline
Freephone 0800 20 40 20 or
+44 (0)20 7742 9995
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