Jpmorgan Mid Capital Inv... Share Discussion Threads

[chc15] 29/12/2020 11:07

Held for years, about time this caught up with the NAV, what a day!

[skyblue65] 07/2/2017 09:24

Time to buy JMF again???? FTSE250 at all time high. JMF at 12% discount looks like a bargain.

[luckymouse] 22/9/2016 10:55

Good mgr here

[jonwig] 30/6/2016 16:44

Manager has a good reputation among discretionary and advisory brokers. I'd hope the Dec '15 portfolio (post #7) has been rebalanced away from housebuilders and agents!

[joy division still] 30/6/2016 14:24

Any thoughts on this IT? I've no UK mid 250 IT ( saved me last week) so i'm looking at this or Schroder UK Mid Cap Fund SCP or Invesco Perpet UK Smaller IPU

[jonwig] 10/12/2015 14:42

Latest portfolio, quite impressive: Howden Joinery 5.2% of assets Ashtead 4.6 Bellway 3.8 Provident Financial 3.7 Micro Focus International 3.5 Betfair 3.0 Berkeley 2.6 JD Sports Fashion 2.4 OneSavings Bank 2.4 Rightmove 2.3 Total 33.5% of assets

[bigwilly1986] 25/2/2014 17:43

Bought last week so am happy with the recent rise. Missed out on SCP so this looks like it has potential to ride the closing discount?

[harry the haddock] 20/2/2014 09:40

sold out of lam and gone into safer waters here. is this the quietest board in the world?

[cockneyrebel] 09/8/2007 07:37

great buy today imo - 15% below nav and yesterday's rise to be added to NAV aand 2% stock buy back last night - trading nearly 20% below NAV? moves up fast compared to ftse250 rises - worth watching imo. CR

[cockneyrebel] 20/7/2007 11:28

814p NAV today - 719p to buy, 12% below NAV - that's cheap for an investment trust imo. These are likely to trade over NAV when the FTSE250 is racing north so you could catch both the rise in the index and the re-rating imo, if the FTSE 250 breaks the old high. CR

[cockneyrebel] 18/7/2007 14:05

Anyone looked at this Investment trust? Looks a great proxy for the FTSE250 as it seems to out-perform the FTSE 250. If you want to take a FTSE250 position rather than spreadbet the index this one might be more rewarding imo. Currently trading 10% below NAV. CR