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About the company
JPMorgan UK Small Cap Growth & Income plc is a United Kingdom-based investment company. The Company's objective is to achieve capital growth from UK listed smaller companies over the longer term by taking carefully controlled risks. The Company has the ability to use borrowing to gear the portfolio within the range of 10% net cash to 15% geared in normal market conditions. The Company invests in various sectors, including industrials, financials, consumer discretionary, technology, consumer staples, energy, basic materials, real estate, healthcare, telecommunications, utilities and cash. JPMorgan Funds Limited (JPMF) is the alternative investment manager of the Company. Its investment manager is JPMorgan Asset Management (UK) Limited.
- Revenue in GBP (TTM)3.68m
- Net income in GBP-3.02m
- Incorporated1990
- Employees0.00
- LocationJPMorgan UK Small Cap Growth & Income Ord60 Victoria EmbankmentLONDON EC4Y 0JPUnited KingdomGBR
- Websitehttps://am.jpmorgan.com/gb/en/asset-management/per/products/jpmorgan-smaller-companies-investment-trust-plc-ordinary-shares-gb00bf7l8p11
Profile
| Management group(s) | JP Morgan Asset Management (UK) Ltd |
|---|---|
| AIC sector | UK Smaller Companies |
| ISIN | GB00BF7L8P11 |
| Launch date | 06 Aug 1990 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To achieve capital growth from UK listed smaller companies and a rising share price over the longer term by taking carefully controlled risks.
Managed by
| Katen Patel, Georgina Brittain |
|---|
Management & contract fees
Management fee of 0.65% p.a. on the first GBP 300m of net assets; 0.65% on net assets in excess of GBP 300m. Contract terminable on notice period of 3 months.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Fidelity Asian Values PLC | 51.82m | 43.37m |
| CT Private Equity Trust PLC | 43.90m | 30.67m |
| Polar Capital Global Healthcare Trst PLC | -23.48m | -28.05m |
| Gresham House Energy Storage Fund PLC | -489.29k | -8.27m |
| European Opportunities Trust PLC | -17.15m | -27.92m |
| Invesco Bond Income Plus Ltd | 31.85m | 26.68m |
| Jpmorgan Uk Small Cap Growth & IncomePLC | 3.68m | -3.02m |
| Ashoka India Equity Investment Trust PLC | 28.01m | -1.05m |
| Tatton Asset Management PLC | 49.34m | 17.00m |
| Nippon Active Value Fund PLC | 60.88m | 53.83m |
| Mortgage Advice Bureau (Holdings) PLC | 290.80m | 19.02m |
| Pacific Assets Trust plc | -20.87m | -25.18m |
| Bluefield Solar Income Fund Ltd | -25.95m | -28.47m |
| JPMorgan India Growth & Income PLC | -88.99m | -87.77m |
| Foresight Environmental Infrstrctr | 15.39m | 7.24m |
| North American Income Trust PLC | 45.45m | 38.87m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Rathbones Investment Management Ltd.as of 31 Jul 2025 | 8.62m | 6.89% |
| Border to Coast Pensions Partnership Ltd.as of 28 Aug 2025 | 6.89m | 5.51% |
| Hargreaves Lansdown Fund Managers Ltd.as of 01 Dec 2025 | 5.10m | 4.07% |
| West Yorkshire Pension Fundas of 31 Jul 2025 | 4.56m | 3.64% |
| Threadneedle Asset Management Ltd.as of 01 Dec 2025 | 1.65m | 1.32% |
| Legal & General Investment Management Ltd.as of 01 Dec 2025 | 1.07m | 0.85% |
| BlackRock Investment Management (UK) Ltd.as of 01 Dec 2025 | 947.00k | 0.76% |
| Vanguard Asset Management Ltd.as of 30 Nov 2025 | 783.64k | 0.63% |
| Jupiter Asset Management Ltd.as of 01 Dec 2025 | 741.00k | 0.59% |
| HSBC Global Asset Management (UK) Ltd.as of 01 Dec 2025 | 701.00k | 0.56% |
