Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


April 27, 2015 11:13 PM ET

Capital Markets

Company Overview of JPMorgan US Smaller Companies Investment Trust plc

Company Overview

JPMorgan US Smaller Companies Investment Trust plc is an open-ended equity mutual fund launched and managed by JPMorgan Asset Management (UK) Limited. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small-cap companies. The fund employs fundamental analysis with a bottom up stock picking approach, focusing on companies with sustainable competitive advantages versus their competitors, high quality business models and management, and significant growth profiles to create its portfolio. It benchmarks the performance of its portfolio against the Russell 2000 In...

20 Finsbury Street

Finsbury Dials

Hauptsitz

London,  EC2Y 9AQ

United Kingdom

Founded in 1955

Key Executives for JPMorgan US Smaller Companies Investment Trust plc

Investment Manager
Investment Manager
Investment Manager
Investment Manager
Investment Manager
Compensation as of Fiscal Year 2014.

JPMorgan US Smaller Companies Investment Trust plc Key Developments

JPMorgan US Smaller Companies Investment Trust plc Proposes No Dividend for the Year Ended December 31, 2014

Despite JPMorgan US Smaller Companies Investment Trust plc generating positive current year revenue, it still has a revenue reserve deficit, and therefore Directors are not proposing payment of a dividend for the year 2014. The final dividend proposed in respect of the year ended December 31, 2013 amounted to £383,000. However, the actual payment amounted to £398,000 due to shares issued after the balance sheet date but prior to the final dividend record date. This distribution was paid from capital reserves in accordance with the company's Articles of Association.

JPMorgan US Smaller Companies Investment Trust plc Reports Earnings Results for the Year Ended December 31, 2014

JPMorgan US Smaller Companies Investment Trust plc reported earnings results for the year ended December 31, 2014. For the year, the company reported income from investments of £1,390,000 compared to £1,172,000 a year ago. Net return on ordinary activities before taxation was £11,531,000 compared to £23,144,000 a year ago. Net return on ordinary activities after taxation was £11,313,000 compared to £22,970,000 a year ago. Return per share was 20.11 pence compared to 43.85 pence a year ago. Net cash outflow from operating activities was £364,000 compared to £760,000 a year ago.

JPMorgan US Smaller Companies Investment Trust plc Appoints David Ross as an Independent Non-Executive Director, with Effect from March 1, 2015

The Board of JPMorgan US Smaller Companies Investment Trust plc announced the appointment of Mr. David Ross as an independent non-executive Director of the Company with effect from 1st March 2015. He is currently non-executive Director of EP Global Opportunities Trust and previously served on the General Committee of the Association of Investment Trust Companies. Mr. Ross began his working career at Ivory & Sime in 1968. He held various roles in the Group, including being made Director and Company Secretary to the Group in 1982, and Managing Director between 1988 and 1990. In 1990 Mr. Ross left Ivory & Sime and became one of five founding partners of Aberforth Partners LLP.

Similar Private Companies By Industry

Company Name Region
Stifel Nicolaus Limited Europe
Shire Chartered Accountants, Investment Banking Arm Europe
Allium Capital Limited Europe
Intelli Corporate Finance Limited Europe
DB UK Bank Limited Europe

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact JPMorgan US Smaller Companies Investment Trust plc, please visit am.jpmorgan.co.uk/investment-trusts/trusts/us-smaller-companies-jpm-it.aspx?utm_source=vanity&utm_me. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.