Jpmorgan Uk Small Cap Gr... Share Discussion Threads

[essentialinvestor] 30/11/2024 12:59

Added this week, price looks reasonable for arguably the best IT in the UK smaller company sphere - all be it they also hold MCX constituents.

[essentialinvestor] 21/11/2024 16:59

Premier Foods is a big regret for me, nearly buying so many times, but their debt and pension deficit gave me second thoughts -
would, could, should etc.

Fast forward a few years to now and debt is lower, profits much higher, as in the share price

[robow] 21/11/2024 16:51

These are their top 10 holdings

Premier Foods PLC Consumer Defensive 4.7%
Warpaint London PLC Consumer Defensive 4.2%
Ashtead Technology Holdings PLC Ordinary Shares Energy 3.7%
Bank of Georgia Group PLC Financial Services 3.4%
Jet2 PLC Ordinary Shares Consumer Cyclical 3.3%
4imprint Group PLC Communication Services 3.0%
Cerillion PLC Technology 2.7%
Alpha Group International PLC Financial Services 2.6%
Morgan Sindall Group PLC Industrials 2.6%
Volution Group PLC Industrials 2.5%

Good picks there

[essentialinvestor] 21/11/2024 16:41

Back on a watchlist.

I would hope they are trimming the Morgan Sindall position.

[its the oxman] 21/11/2024 16:36

Looks to have quality holdings. Discount back to c10%. Feels worth adding. Small/mid caps well out of favor.

[v11slr] 16/11/2024 19:08

Oh yes, it's Japan small company and income (JSGI) and the Japanese fund (JFJ) that are merging, my mistake.

[mwj1959] 16/11/2024 15:59

You dreamt that. The JPM UK Mid and Small Cap funds have merged to create this vehicle.

[v11slr] 16/11/2024 09:11

I thought I'd read that this fund was going to merge with the Japanese fund, but maybe I dreamt that?

[mwj1959] 15/11/2024 18:54

NAV been flat this month, so the share price move has been all about the discount widening by around 7%.

[lozzer69] 13/11/2024 09:27

This fund has been hit from govt policy and lack of interest rate cuts. Can't see much upside in short term unfortunately

[disc0dave46] 31/7/2024 15:17

Does look a bit toppy, always seems to be the way when you add something to your watch list!, lol.

[davebowler] 24/7/2024 20:49

HTtps://www.msn.com/en-GB/finance/other/questor-this-fund-is-riding-on-smaller-companies-rising-tides/ar-BB1qz9k7?ocid=sapphireappshare

[davebowler] 13/7/2024 12:25

hTTps://www.trustintelligence.co.uk/investor/articles/strategy-investor-things-can-only-get-better-retail-jul-2024?utm_source=twitter&utm_medium=paidsocial&twclid=2-77n5oug9l6tc58137w74kakuk

[davebowler] 08/7/2024 08:47

NET ASSET VALUE PER SHARE IN PENCE, INCLUDING INCOME WITH DEBT AT FAIR VALUE:

352.30

[the deacon] 11/5/2024 11:52

10/05/24The Board of JPMorgan UK Small Cap Growth & Income plc announces that the Company will pay an interim dividend of 6.46 pence per ordinary share for the financial year ending 31st July 2024, as part of the Company's transition to an enhanced dividend policy, following the successful completion of its combination with JPMorgan Mid Cap Investment Trust plc.The interim dividend of 6.46 pence per ordinary share, which represents 2 per cent. of the unaudited NAV of the Company on 28th February 2024, is expected to be paid on 1st July 2024 to shareholders on the register at the close of business on 24th May 2024 (ex-dividend 23rd May 2024).The Company offers the option for shareholders to invest their dividend in a Dividend Reinvestment Plan ('DRIP'), which is managed by the Company's registrar. For details on the DRIP, please contact the Company's Registrar, Equiniti Limited. The last election date to participate in the DRIP in relation to the above dividend payment is 10th June 2024.Under the enhanced dividend policy, the Company will move to pay equal quarterly interim dividends, targeting a 4 per cent. yield on the NAV per annum, calculated on the basis of 4 per cent. of audited NAV as at 31 July each year, being the end of the preceding financial year of the Company. The quarterly interim dividends are expected to be announced in August, November, February and May and expected to be paid in October, January, April and July each year. 

[mozy123] 23/4/2024 16:02

Director buying seems to have rallied the price a little here.

[tonytyke2] 16/4/2024 09:42

AT. down 14% today on update, hoping that can at least consolidate in the next few days.

[davebowler] 10/4/2024 09:06

hTTps://event.webcasts.com/starthere.jsp?ei=1652847&tp_key=dd9db59078%C2%A0&secureweb=EXCEL

[123ct] 03/4/2024 09:42

I like the way these Investment managers write their reports and how they interview, they seem on top of what they are doing and want to do the best for the Investors.

If you compare it to some of the very arrogant reports written by some very unimpressive competitor UK focused Investment trusts and who are dreadful when they do live interviews JUGI does give me some confidence.

[scottishfield] 03/4/2024 09:10

Tks for this thread db.

[davebowler] 02/4/2024 16:25

htTPs://citywire.com/investment-trust-insider/news/astonishing-consumers-buoy-jpmorgan-duo-after-trust-merger/a2439156?re=118916&refea=252901