JPMorgan US Smaller Companies Investment Trust (JUSC)

Category US Small-Cap Equity


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

393.00p

Buy

394.00p

arrow-up0.00p (+0.00%)

Discount/Premium

-10.13%

Estimated NAV

438.404p

Prices updated at 17 Apr 2024, 12:56 BST
| Prices minimum 15 mins delay
|
Prices in GBX

Investment objective
To achieve long-term capital growth from investing in US micro-cap companies. A bottom-up approach will be taken and the Fund will target companies that have a sustainable competitive advantage, run by competent management teams who have a track record of success and are good stewards of capital; and to focus on owning equity stakes in businesses that trade at a discount to their intrinsic value.

arrow-up0.66%
LSE

394.00
Launch date12 Jan 1982
395.00p - 392.70p
412.00p - 317.00p
439.55 as of 15 Apr 2024
Ongoing charge audited (%)0.93
0.93
0.06
0.69
122,408.70
62.99m
248.19m
102.97
Annually
£295.55m
£272.22m
-11.45
-11.23
-7.87
Fund comparative indexRussell 2000 TR GBP
Daily
0.09m
0.33m
GB00BJL5F346
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.