Our Investment Trusts

JPMorgan US Smaller Companies Chapter 2.6 2.6

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The trust is launched

The next big thing starts small 

We invest in well-run companies with attractive and sustainable profits using the stock-picking credentials of our US-based investment team.

These come from the smaller companies segment of the US stock market, which has potential for faster growth.

  • Expertise: Managed by locally-based specialist investors such as Don Jose, Dan Percella and Jon Brachle, the trust seeks out small cap opportunities within North America  
  • Portfolio: We focus on well-run US smaller companies with a sustainable competitive advantage, a record of success and who are good stewards of capital
  • Results: Capital growth comes from some of the world’s fastest-growing smaller companies in an under-researched market

We believe that the analytical focus that we place on uncovering high quality companies which are trading at attractive valuations is a differentiating characteristic of our approach and one that serves to add value for our clients over the long term.

Don San Jose, Investment Manager, JPMorgan US Smaller Companies Investment Trust plc

About us

At J.P. Morgan Asset Management we have one key goal: to help our clients build stronger portfolios. And for more than 150 years, we’ve been doing just that — for individuals, institutions and intermediaries alike. What sets us apart from other asset managers is our:

  • Team-based investment management using disciplined processes
  • Depth & breadth of expertise in every key asset class and market
  • Ground-breaking ideas to widen clients’ investment opportunities

Keep informed

We offer a free monthly source of knowledge for investment trust investors. Sifting through the wealth of information on the investment trust industry trends can be time consuming, our Investor Insights email makes the task easier by condensing timely insights from our investment managers and industry experts into a single source.

JPMorgan European Growth Shares Previous Chapter 2.5 2.5
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JPMorgan Claverhouse Next Chapter 2.7 2.7
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Please read this important information

This is a marketing communication and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not reliable indicators of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

Investment is subject to documentation. The Investor Disclosure Document, and Key Features / Terms & Conditions can be obtained free of charge from JPMorgan Asset Management (UK) Limited, and the Key Information Document can be obtained from JPMorgan Funds Limited or www.jpmam.co.uk/investmenttrust. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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