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.£171.3m
Last close834.00p
High / Low (52 weeks)925.0p / 618.0p
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: Small-Cap Growth With A Margin Of Safety

Thu, 23 Mar 2017 08:48:45 GMT

Jupiter US Smaller Companies Underperforms Benchmark In First Half

Mon, 06 Mar 2017 15:55:57 GMT

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

Tue, 22 Oct 2013 09:43:12 GMT

Net Asset Value(s)

Wed, 15 Feb 2017 21:00:00 GMT

Investment Trust Watch: bag a 'Brexit' bargain

Fri, 24 Jun 2016 13:44:06 GMT

Investment summary

Jupiter US Smaller Companies (JUS) invests in small and mid-cap US companies with the aim of achieving long-term capital growth with capital preservation. Robert Siddles, the manager since the trust’s launch in 1993, seeks to invest in companies with strong franchises, equity-owning managements, high free cash flow and pricing power, which have experienced a period of share price weakness and offer at least 50% upside to their assessed fair value. This conservative approach means that the portfolio can underperform in periods when either high-risk stocks such as biotechnology lead, as happened in 2015, or when the market rises rapidly, as occurred last year.

Last updated on 23/03/2017

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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