JPMORGAN CHINA GROWTH & INCOME PLC

BAILLIE GIFFORD CHINA GRWTH TST PLCBGCG · Asset ManagementLondon, United Kingdom

71% matchPublic

The Baillie Gifford China Growth Trust PLC operates as an open-ended investment vehicle concentrating on equities. Originally established by Witan Investment Services Limited, it benefits from shared management expertise provided by Dalton Investments LLC, Aberdeen Asset Managers Limited, Robeco Institutional Asset Management B.V., and Matthews International Capital Management, LLC. This fund primarily allocates capital to publicly traded companies across the Asia-Pacific region, encompassing a diverse array of industries. Its investment approach targets growth-oriented companies across different market capitalizations, including those that offer dividend payments. The portfolio is constructed using a bottom-up stock-picking strategy, underpinned by fundamental analysis. The trust measures its performance against the MSCI All Country Asia Pacific Free Index. Founded in 1907, this entity is domiciled in the United Kingdom.

The Schroder Japan Growth Fund plc is an open-ended equity collective investment scheme, overseen by Schroder Investment Management Limited. Its core strategy involves investing in publicly traded companies within the Japanese market, focusing on value-oriented stocks across a diverse range of sectors. The fund, which is domiciled in the United Kingdom and was established on July 11, 1994, gauges its portfolio's success against the TSE First Section Total Return Index.

BROWN ADVISORY US SMALLER CO'S PLCBASC · Asset ManagementLondon, United Kingdom

69% matchPublicAI 28/100 ▲Green 0/100

Jupiter US Smaller Companies PLC is a closed-ended equity fund managed by Jupiter Unit Trust Managers Limited. This UK-domiciled entity, established on January 1, 1993, primarily invests in the public equity markets of the United States. The fund's strategy involves acquiring value stocks from diverse sectors, specifically targeting small and mid-cap companies with market capitalizations between $100 million and $5 billion. Its investment returns are measured against the Russell 2000 Index.

Based in the United Kingdom, The Mercantile Investment Trust plc functions as an open-ended equity fund, aiming to generate returns from the nation's public stock markets. The management of this trust falls under JPMorgan Funds Limited, with JPMorgan Asset Management (UK) Limited serving as co-manager. Its investment strategy involves deploying capital across a diverse range of industries, with a particular focus on companies categorized as mid-sized and small-cap. To evaluate its performance, the fund references the FTSE All Share (excluding FTSE 100 and Investment Companies) Index. This long-standing entity, initially formed in December 1884, was previously known as JP Morgan Fleming Mercantile Investment Trust plc.

ABERDN UK SMALL.CO'S GROWTH TST PLCAUSC · Asset ManagementUnited Kingdom

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The abrdn UK Smaller Companies Growth Trust plc is a closed-ended investment company initially established by Standard Life Investments Limited. Its investment portfolio is currently overseen by Standard Life Investments (Corporate Funds) Limited. This Trust primarily allocates capital to publicly traded companies within the United Kingdom's equity markets, with a specific focus on mid- and small-capitalisation firms. It aims to achieve diversified sectoral exposure across its holdings. As an actively managed fund, its investment returns are benchmarked against the Numis Smaller Companies Index (excluding Investment Companies). The Trust, which commenced operations on July 9, 1993, was formerly designated as Standard Life UK Smaller Companies Trust plc and continues to be domiciled in the United Kingdom.

PACIFIC HORIZON INV TST PLCAsset ManagementEdinburgh, United Kingdom

69% match

Pacific Horizon Investment Trust PLC is a closed-ended equity investment trust, actively managed by Baillie Gifford & Co Ltd. The trust primarily focuses on investing in publicly traded companies across the Asia Pacific region (excluding Japan) and the Indian Subcontinent. Its portfolio is diversified across various sectors, predominantly targeting growth-oriented businesses of all market capitalizations that demonstrate superior earnings and cash flow growth potential. Performance is benchmarked against the MSCI All Country Far East ex Japan Index (in sterling terms). Formed on February 1, 1989, and domiciled in the United Kingdom, the trust was formerly known as Baillie Gifford Pacific Horizon Investment Trust.