JPMorgan Smaller Companies Investment Trust

JPMorgan Smaller Companies Investment Trust
JP Morgan Asset Management (UK) Ltd
Closed Ended Investment Company
UK Smaller Companies
1.1 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.2 %
FTSE Small Cap Ex Invest Trust TR GBP
Fund Size
£ 174.84 million
Discount Premium
The Company aims to provide capital growth from investing in UK smaller companies by outperformance of the FTSE Small Cap Index. The company will predominantly invest in quoted UK small companies from the FTSE Small Cap Index, although where appropriate, it may invest in similar sized UK companies listed on the Alternative Investment Market which is the London Stock Exchange market for smaller, growing companies. The number of investments in the portfolio will normally range between 60 and 120. The Company seeks to manage its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors.
Holding %
JPM GBP Liquidity LVNAV X (dist.) 4.85 %
Games Workshop Group PLC 4.14 %
Team17 Group PLC 4.00 %
Future PLC 3.84 %
Dunelm Group PLC 3.72 %
Judges Scientific PLC 3.46 %
Softcat PLC 3.09 %
Spirent Communications PLC 2.81 %
Avon Rubber PLC 2.74 %
Pets at Home Group PLC 2.72 %
Region %
United Kingdom 98.12 %
Sector %
Technology 17.40 %
Consumer Cyclical 17.15 %
Communication Services 16.82 %
Financial Services 15.11 %
Industrials 14.10 %
JP Morgan Asset Management (UK) Ltd
EC4Y 0JP, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Katen Patel
Joined 07/31/2017

Katen Patel, vice president, is an assistant portfolio manager in the Europe Small/mid Cap team within the J.P. Morgan Asset Management European Equity Group. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.

Georgina Brittain
Joined 01/02/1998

Georgina Brittain, managing director, is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.

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