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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.£158.3m
Last close1,070.00p
High / Low (52 weeks)1080.0p / 807.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Investment summary

Jupiter US Smaller Companies (JUS) aims to generate long-term capital growth from a focused portfolio of mid- and small-cap US equities. Since 2001, the trust has been managed by Robert Siddles. Following the announcement of adjustments to JUS’s investment process – running a more concentrated portfolio, a greater focus on selling underperforming holdings, while holding on to successful positions for longer – the trust has enjoyed an improvement in investment performance. It has delivered above market results in periods of both positive and negative stock market returns, illustrating its commitment to capital preservation. The board has also reduced JUS’s management fees, removed the performance fee and introduced the trust’s first gearing facility.

Last updated on 17/05/2018

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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