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JPMORGAN UK SMALL CAP GROWTH & INC competitors & alternatives
The 12 closest competitors and alternatives to JPMORGAN UK SMALL CAP GROWTH & INC among asset management companies — ranked by similarity to what JPMORGAN UK SMALL CAP GROWTH & INC actually does, not by market-cap band.
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About JPMORGAN UK SMALL CAP GROWTH & INC
JPMorgan UK Small Cap Growth & Income Plc operates as a closed-ended equity investment company. Its primary management is provided by JPMorgan Funds Limited, with additional oversight from JPMorgan Asset Management (UK) Limited. The fund directs its capital towards the publicly traded shares within the United Kingdom's equity markets, predominantly targeting small-capitalization companies active across a wide array of sectors. Its investment performance is benchmarked against the FTSE Small Cap (ex Inv Companies) (£) Index. This entity was established on June 1, 1990, and is incorporated in the United Kingdom. It was historically identified as JPMorgan Fleming Smaller Companies Investment Trust and, before that, Fleming Smaller Companies Investment Trust.
JPMORGAN UK SMALL CAP GROWTH & INC at a glance
JPMORGAN UK SMALL CAP GROWTH & INC is an asset management company headquartered in London, United Kingdom, founded in 1990. It is publicly listed (JUGI) with a market capitalisation of $596.1M.
Top 12 JPMORGAN UK SMALL CAP GROWTH & INC competitors
Ranked by semantic similarity — how close each company is to JPMORGAN UK SMALL CAP GROWTH & INC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
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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BMO Global Smaller Companies PLC operates as a closed-ended equity investment trust, with F&C Investment Business Ltd responsible for its management. The trust's core objective is to invest in publicly traded small-capitalization companies across various global sectors. Its strategy involves identifying both growth-oriented and value opportunities within the small-cap market. Portfolio construction is guided by rigorous fundamental analysis, examining factors such as the caliber of management, competitive position within target markets, future growth blueprints, and the robustness of cash flow generation. To evaluate its performance, the fund employs a composite benchmark consisting of 30% Numis UK Smaller Companies (excluding investment companies) Index and 70% MSCI All Country World ex UK Small Cap Index. Originally founded on February 15, 1889, under the name F&C Smaller Companies plc, the entity is domiciled in the United Kingdom.
Similar asset management company
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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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.
Similar asset management company
Schroder UK Mid Cap Fund plc functions as a closed-ended equity investment trust, primarily focusing on public companies listed in the United Kingdom. Schroder Unit Trusts Ltd. oversees its operations, with Schroder Investment Management Limited acting as co-manager. The fund strategically allocates capital to growth-oriented, mid-capitalization stocks across diverse sectors within the UK market. Its investment methodology is grounded in fundamental analysis, scrutinizing elements like a company's strong leadership, proven past performance, promising future prospects, and formidable market position when constructing its portfolio. The fund benchmarks its returns against the FTSE 250 (excluding Investment Companies) Index. Formed on April 1, 1983, and legally domiciled in the United Kingdom, it was formerly recognized as Schroder UK Mid & Small Cap Fund plc.
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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.
Similar asset management company
Managed by GVO Investment Management Limited, Strategic Equity Capital plc functions as a closed-ended investment company primarily focused on equity. It allocates capital to publicly traded companies within the United Kingdom, diversifying its investments across a variety of sectors. The fund primarily targets undervalued businesses, particularly those with a market capitalization under £150 million. Employing a private equity-inspired methodology, the portfolio is built around companies that stand to gain from strategic, operational, or management-led enhancements. Core analytical factors considered include cash flow generation, underlying asset value, projected internal rates of return, identifiable value drivers, and a defined exit plan. The fund's performance is benchmarked against the FTSE Small Cap ex IT Total Return index. Strategic Equity Capital plc was established in the United Kingdom on May 10, 2005.
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TR European Growth Trust PLC is a closed-ended investment company that focuses on equity. It is managed by Henderson Investment Funds Limited, with Henderson Global Investors Limited also providing management oversight. The trust's objective is to allocate capital to publicly traded companies within European markets. Its strategy involves investing predominantly in small and mid-sized companies spanning diverse industries. The portfolio is constructed using a bottom-up approach to stock selection, underpinned by thorough fundamental analysis. To assess its performance, the fund uses the Euromoney Smaller European Companies Index as a benchmark. Established on July 10, 1990, TR European Growth Trust PLC is domiciled in the United Kingdom.
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Managed by Baillie Gifford & Co Ltd., Baillie Gifford Shin Nippon PLC operates as a closed-ended equity investment trust. Its mandate is to invest in publicly traded Japanese companies, with a diversified portfolio spanning various economic sectors. A key focus is on small-capitalization firms, specifically those with market valuations below ¥150 billion, employing both value and growth investment strategies. The trust measures its performance against three benchmarks: the Tokyo Second Section Index, the TOPIX Small Index, and the JASDAQ Index. Established in the United Kingdom on July 1, 1985, it remains domiciled there.
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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.
Similar asset management company
BlackRock Income and Growth Investment Trust plc functions as a closed-ended equity investment vehicle, having been established by BlackRock Fund Managers Limited. Its investment operations are overseen by BlackRock Investment Management (UK) Limited. The trust strategically allocates capital within the United Kingdom's public stock markets, seeking to acquire shares in companies across a diverse range of sectors. A key focus of its investment approach is on growth-oriented, large-capitalization companies included in the FTSE 100 Index. The performance of its portfolio is benchmarked against the comprehensive FTSE All-Share Index. Originally known as British Portfolio Trust, the entity was formed on December 14, 2001, and is legally domiciled in the United Kingdom.
Similar asset management company
Managed by Asset Value Investors Limited, AVI Japan Opportunity Trust PLC operates as a closed-ended equity mutual fund. Established in the United Kingdom on July 27, 2018, this trust primarily directs its investments towards the public equity markets of Japan. Its strategy involves seeking out value-oriented shares from small-capitalization companies. The fund's performance is measured against the MSCI Japan Small Cap Index.
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