Jupiter US Smaller Companies


£149.4m market cap

1055p last close

Jupiter US Smaller Companies PLC is a United Kingdom-based investment company. The company’s investment objective is to achieve long-term capital growth by investing in a diversified portfolio of quoted United States smaller and medium-sized companies. The Company invests in various sectors, such as consumer discretionary, consumer staples, energy, financial services, healthcare, materials and processing, producer durables, technology and utilities. Jupiter Unit Trust Managers Limited is the manager of the Company.

Investment summary

Jupiter US Smaller Companies (JUS) is managed by Robert Siddles, who aims to generate long-term capital growth, while preserving capital in periods of stock market weakness, from a diversified portfolio of mid- and small-cap US equities. Since October 2017, the manager has employed a tighter investment process, increasing JUS’s portfolio concentration and enhancing the sell discipline. This has proved effective; since then, the trust has outperformed its US small-cap equity benchmark by more than 15pp. Relative performance has remained robust during recent months, which have been characterised by high levels of stock market volatility.

Share price graph
Price performance
Actual 10.4 8.8 23.4
Relative* 6.2 0.1 22.9
52-week high/low 1112.5p/868.0p
*% relative to local index
Key management
Richard Pavry Head of Investment Trusts
Robert Siddles Fund Management Director

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