Jpmorgan Uk Smaller Comp... Share Discussion Threads

[rcturner2] 12/10/2021 11:21

Top holdings
As of 31/08/2021
Name Sector Weight
Future Consumer Discretionary 4.4%
Luceco Industrials 3.7%
Watches of Switzerland Consumer Discretionary 3.4%
Ergomed Health Care 3.2%
Games Workshop Consumer Discretionary 2.9%
Reach Consumer Discretionary 2.8%
Halfords Consumer Discretionary 2.6%
Alpha Financials 2.6%
Dunelm Group Consumer Discretionary 2.5%
SDI Industrials 2.4%

[lozzer69] 12/10/2021 11:16

20pc down from recent high and over 10pc discount seems this is over sold. I have added and still confident in long prospects as I like the manager and main holdings.

[its the oxman] 08/10/2021 11:10

Good luck , this feels massively oversold. Let's hope we are right.

[scottishfield] 08/10/2021 08:55

Yes I did too Oxman. Good luck.

[its the oxman] 08/10/2021 08:52

Added a few more, c.380p gone to c.12% discount. Suspect it will move rapidly when sentiment improves at some point. Holdings are quality and safer than buying individual stocks.

[its the oxman] 04/10/2021 11:15

Happy to follow your example. Hope to see them back to nav one day soon.

[ec2] 01/10/2021 08:25

Going back into these today having sold out last month at 472p, see my post no. 37 below. Picked up just above the bid at 390.3p. May buy more if they fall further as this really is the top uk smaller companies trust in my eyes.

[ec2] 03/9/2021 14:38

HSL would be an excellent choice if I didn't already hold a massive chunk of these. Have a couple of ideas but sitting on my hands at present whilst there is no obvious short term direction in the market.

[its the oxman] 02/9/2021 15:46

Yes , perhaps switch to hsl or similar.

[ec2] 01/9/2021 22:59

Top performing uk trust but rarely has the discount gone to zero as it did today so I decided to reduce my holding at 472.33p. Still like uk smaller companies but will take a lower risk option in case of a market pullback.

[lozzer69] 01/9/2021 09:12

Discount now less than 1pc after great move up

[lozzer69] 12/8/2021 10:17

Having a good run for a couple of weeks now so hopefully reducing the discount.

[ec2] 21/6/2021 16:41

Rather large discount on these today considering this is a top performing small co's trust. Added to my holding.

[rambutan2] 24/5/2021 22:51

Good interview last fri with the manager:

[lozzer69] 20/4/2021 08:15

Yes going well. Buying jmi last year was my best idea for UK exposure.

[deadly] 19/4/2021 22:12

Always making new all-time highs.

[poikka] 23/12/2020 11:03

I confess that I reduced my holding the other day. Growth could be a struggle for a while, which is usually a good sign for investors to pile in, lol.

[deadly] 08/10/2020 16:49

Continuing excellent performance.

[noiseboy] 11/9/2020 08:25

I like the underlying holdings here.

[deadly] 02/9/2020 22:07

Has done very well recently and well up over a year

[lopsidedgit1] 19/3/2020 09:43

a terrible day for some of constituent holdings

[poikka] 30/12/2019 10:24

Oh I'm definitely not out of this, just took a bit of profits to stick into a higher yielder.

[shavian] 26/12/2019 10:57

Hanging in for a bit more, global investors seem to like the new certainty of Brexit. Run your winners, cut your losers. A dictum which has served me well in the past. I'll re-assess this in mid-jan, and we'll see who is right then.

[poikka] 20/12/2019 14:14

Much the same, 220p in May, so dead lucky. Not so much cash, but a nice amount ready for something tasty.

[caradog] 19/12/2019 07:57

I did the same. I don’t usually try to time the market, but this time I managed to buy in at 240 and sell at 308 in a matter of a few weeks, as the discount disappeared. The market overreacted to the Tory win, as it usually does, as the initial relief at “Brexit clarity” gave way to the realisation that the threat of no-deal is waiting down the road in a year’s time. That uncertainty isn’t good for investment or confidence, and I expect the discount to grow again. For the moment I’m happier in higher-yielding, mainly foreign trusts, and about 20% cash.