Investment Trusts

JPMorgan UK Small Cap Growth & Income Ord

JUGI:LSE

JPMorgan UK Small Cap Growth & Income Ord

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  • Price (GBX)334.00
  • Today's Change0.00 / 0.00%
  • Shares traded397.84k
  • 1 Year change+25.09%
  • Beta1.7329
Data delayed at least 20 minutes, as of May 24 2024 09:46 BST.
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Top holdings

33.29%Per cent of portfolio in top holdings
Holding% of portfolio
Ashtead Technology Holdings PLC Ordinary Shares4.95%
Bank of Georgia Group PLC4.81%
4imprint Group PLC4.33%
Premier Foods PLC3.92%
Jet2 PLC Ordinary Shares3.89%
OSB Group PLC3.04%
Redrow PLC2.88%
Judges Scientific PLC2.84%
Alpha Group International plc2.63%
As of Mar 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Consumer Cyclical24.31%
Financial Services19.99%
Industrials17.05%
Communications Equipment12.06%
Technology11.16%
Energy9.00%
Consumer Defensive8.08%
Real Estate3.63%
Healthcare3.32%
Other1.21%
As of Mar 31 2024.

Regional holdings

Holding% of portfolio
UK105.84%
USA1.67%
Cyprus1.19%
Germany0.61%
United Arab Emirates0.50%
As of Mar 31 2024.
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