JPMorgan US Smaller Companies Investment Trust plc is an open-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small-cap companies. The fund employs fundamental analysis with a bottom up stock picking approach, focusing on companies with sustainable competitive advantages versus their competitors, high quality business models and management, and significant growth profiles to create its portfolio. It benchmarks the performance of its portfolio against the Russell 2000 Index Net (£). The fund was formerly known as JPMorgan US Discovery Investment Trust plc. JPMorgan US Smaller Companies Investment Trust plc was formed in 1955 and is domiciled in United Kingdom.
Research context
JPMorgan US Smaller Companies Investment Trust plc appears in PyInvesting’s London Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- GBP
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 7 months ago
JPMorgan US Smaller Companies Investment Trust is currently in a long term uptrend where the price is trading 3.6% above its 200 day moving average.
From a valuation standpoint, the stock is 84.5% cheaper than other stocks from the Financial Services sector with a price to sales ratio of 8.2.
Finally, its free cash flow grew by 178.4% to $46K since the same quarter in the previous year.
Based on the above factors, JPMorgan US Smaller Companies Investment Trust gets an overall score of 3/5.