Jpmorgan Mid Capital Inv... Share Discussion Threads

[hugepants] 09/5/2022 15:32

Yes it's only down 32% since the start of the year. It's on a 17% discount now but the NAV is a couple of trading days out of date so it could be more like 12% now looking at how the FTSE 250 has performed. Still looks a decent entry point.

[chc15] 16/2/2022 23:32

Very disappointed with the performance here, bit too growthy has hurt this.

[andyj] 24/11/2021 13:43

Over 12% discount now, I have started buy in.

[chc15] 12/11/2021 21:58

Decent Director purchase, may be a buying opp here,long term hold this is for me.

[andyj] 12/11/2021 10:58

It has been between 0 and-15, but the current 11% is around average over 5 years. One of the few that are lower than they were before the Chinese virus.

[chc15] 11/11/2021 15:16

God knows, it took a dip, then never recovered, odd.

[heialex1] 29/10/2021 12:38

What's with the massive discount here?

[heialex1] 16/4/2021 13:20

Nice. The discount has disappeared on these now which is great. EDIN still has a 30p discount, but I think that will be next to close

[chc15] 15/4/2021 17:07

Have plenty of EDIN, along with DIG and MRCH. These are doing great, over 14 now.

[heialex1] 25/3/2021 11:14

Check out EDIN. Still on a ~8% discount to NAV and good rotation holdings

[digitaria] 22/3/2021 11:00

Up nearly 5% today. The Ian Cowie effect - he wrote in yesterday's Sunday Times that he bought some midweek. And looking at this IT sector, it does seem good value - large discount and good historic performer. Discount not so appealing today :-(

[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 11:55

Good mgr here

[jonwig] 30/6/2016 17:44

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 15:24

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 08:37

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 12:28

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 15:05

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