The 12 closest competitors and alternatives to JPMORGAN CHINA GROWTH & INCOME PLC among asset management companies — ranked by similarity to what JPMORGAN CHINA GROWTH & INCOME PLC actually does, not by market-cap band.
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JPMorgan China Growth & Income plc is a UK-domiciled investment trust, established on October 1, 1993. This closed-ended equity fund is managed by JPMorgan Funds Limited, with support from co-manager JPMorgan Asset Management (UK) Limited. Its primary objective is to invest in public stock markets across the Greater China region, concentrating mainly on growth-oriented companies operating in diverse industries. The fund constructs its portfolio using comprehensive fundamental analysis, carefully evaluating factors such as the clarity of earnings and cash flow, the strength of balance sheets, and brand equity. Its investment performance is benchmarked against the MSCI Golden Dragon Index.
JPMORGAN CHINA GROWTH & INCOME PLC is an asset management company headquartered in London, United Kingdom, founded in 1993. It is publicly listed (JCGI) with a market capitalisation of $300.1M.
Ranked by semantic similarity — how close each company is to JPMORGAN CHINA GROWTH & INCOME PLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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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.
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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.
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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.
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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.
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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.
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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.
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CT UK Capital & Income Investment Trust Plc is a closed-end investment fund company. Its investment objective is to secure long-term capital and income growth from a portfolio consisting of Financial Times Stock Exchange (FTSE) all-Share companies. The company was founded in 1992 and is headquartered in London, the United Kingdom.
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Fidelity Japan Trust PLC is a UK-listed investment trust that seeks long-term capital growth by investing primarily in Japanese equities. It serves individual and institutional investors seeking exposure to Japan’s stock market through a professionally managed portfolio.
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Fidelity Asian Values PLC (FAS.L) is a UK-domiciled closed-ended investment trust, established on June 13, 1996. It operates under the primary management of FIL Investment Services (UK) Limited, with co-management responsibilities shared by FIL Investments International and FIL Investment Management (Hong Kong) Limited. The trust aims to invest in public equity markets across Asia, specifically excluding Japan. Its portfolio is broadly diversified, encompassing companies of all market capitalizations and spanning numerous sectors. Investment decisions are guided by a rigorous bottom-up stock selection process, driven by comprehensive fundamental analysis. The fund's performance is measured against the MSCI All Countries Far East ex Japan Index.
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Managed by Baillie Gifford & Co. Ltd., Edinburgh Worldwide Investment Trust plc functions as a closed-ended equity fund. It targets public equity markets globally, seeking investments in businesses across various sectors. The trust primarily focuses on high-growth shares of smaller companies, specifically those with market capitalizations under $5 billion. Its portfolio performance is benchmarked against the MSCI All Countries World Index. This UK-domiciled investment trust was established in 1998.
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Invesco Asia Dragon Trust Plc is structured as a closed-end investment fund. Its core objective is to generate long-term capital appreciation and income for its shareholders. This is achieved by strategically investing in a diverse collection of companies located across the Asian and Australian regions. The fund was founded on January 19, 1995, and its principal place of business is in London, United Kingdom.
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The Scottish Oriental Smaller Companies Trust plc operates as a closed-ended equity investment fund, with primary management provided by First Sentier Investors (UK) Funds Limited and co-management duties shared with First State Investment Management (UK) Limited. This trust strategically invests in public stock markets throughout Asia, explicitly excluding Japan and Australasia. Its investment approach focuses on purchasing shares of companies operating across a variety of sectors, with a significant preference for small-capitalization firms valued at under $1.5 billion. The fund's performance is evaluated against the MSCI AC Asia (ex Japan) Index. Established in the United Kingdom on March 29, 1995, it continues to be domiciled there.
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