Jupiter US Smaller Companies


£142m 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 continuing to deliver improved investment performance following a tightening up of its investment process in October 2017. The trust has outperformed its small-cap equity benchmark over the last one and three years in both NAV and share price terms. Increased stock market volatility in recent months has presented manager Robert Siddles with an increasing array of attractive investment opportunities across a range of industries; although this has increased portfolio turnover, the manager continues to invest with a long-term view, aiming to generate capital growth while preserving capital during periods of stock market weakness.

Share price graph
Price performance
Actual (3.7) (1.6) 3.9
Relative* (2.2) 1.3 0.9
52-week high/low 1132.5p/901.0p
*% relative to local index
Key management
Richard Pavry Head of Investment Trusts
Robert Siddles Fund Management Director

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