Jupiter US Smaller Companies (JUS)

Business description

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.

Stock data

Market cap.£145.8m
Last close824.50p
High / Low (52 weeks)925.0p / 769.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Jupiter US Smaller Companies PLC - Receive News & Ratings Daily

Tue, 14 Nov 2017 13:41:15 GMT

New Initiatives From US Small-Cap Value Specialist

Thu, 02 Nov 2017 13:30:08 GMT

F&C loses US small cap trust as Siddles jumps ship

Tue, 22 Oct 2013 09:43:12 GMT

Jupiter US Small and Midcap Companies (Class I) Accumulation

Wed, 07 May 2014 16:49:38 GMT

US election: Much ado about nothing or a buying opportunity?

Wed, 26 Oct 2016 12:47:28 GMT

Investment summary

Jupiter US Smaller Companies (JUS) has announced a number of new initiatives and enhancements to its investment process, aimed at boosting shareholder value and the potential for long-term growth and capital preservation. The manager intends to increase concentration in favoured holdings and be less keen to take profits in winning stocks, at the same time as acting more quickly to cut positions that are not proceeding as hoped. Meanwhile, the board has put in place the trust’s first gearing facility, scrapped the performance fee and introduced a new, tiered management fee, alongside a commitment to growing the trust to a target £200m over the next two to three years. While JUS’s value investment style has been out of favour in the US for the past decade, Fund Manager Robert Siddles says that with the bull market in growth stocks becoming more and more extended, the case for value is stronger than ever.

Last updated on 02/11/2017

Key management

Richard Pavry, Head of Investment Trusts
Robert Siddles , Fund Management Director

Company address

PO Box 10666
Chelmsford
Chelmsford
CM99 2BG
United Kingdom
0800 561 4000
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