JPMorgan Japan Small Cap Growth and Income outpaced by value and large cap rally

JPMorgan Japan Small Cap Growth and Income (JSGI) reported annual results for the 12 months ending 31 March 2024.   JSGI reported a NAV total return of 5.0% and share price total return of 2.3% for the year, underperforming its benchmark MSCI Japan Small Cap Net Return Index which returned +12.0%.  The managers’ focus on … Continue reading JPMorgan Japan Small Cap Growth and Income outpaced by value and large cap rally