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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.£150m
Last close1,030.00p
High / Low (52 weeks)1112.5p / 836.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment trusts

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Company news

Smith & Williamson Takes Jupiter US Smaller Co Stake To 5.0% (ALLISS)

Fri, 11 May 2018 18:13:36 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

Top 20 most consistent investment trusts over the past decade

Tue, 23 May 2017 12:10:59 GMT

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.

Last updated on 29/11/2018

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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