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JPMorgan UK Smaller Companies : JMI

JPMorgan UK Smaller Companies’ objective is to achieve capital growth from UK listed smaller companies by consistent out-performance of the FTSE Small Cap Index (excluding investment trusts) and a rising share price over the longer term by taking carefully controlled risks.

In order to achieve this objective, JPMorgan UK Smaller Companies invests in a diversified portfolio of small companies, emphasising capital rather than income growth, with the likely result that the level of dividend will fluctuate. The number of investments in the portfolio will normally range between 70 and 150. The maximum exposure to an investment will normally range between +/–3% relative to the benchmark index. The maximum exposure to a sector will normally range between +/–10% relative to the benchmark index.

you can access the company’s website here

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