JPMorgan UK Small Cap Growth & Income Plc

JPMorgan UK Small Cap Growth & Income Plcverified

JUGI.L

Price:

$289.5

Market Cap:

$379.38M

JPMorgan UK Small Cap Growth & Income Plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in the public equity markets of the United Kingdom. The fund invests in stocks of companies operating across diversified sectors. It typically invests in small-cap companies. The fund benchmarks the performance of its portfolio against the FTSE Small Cap (ex Inv Companies) (£) Index. It was formerly known as JPMorgan Fleming Smaller Companies Investment Trust and Fleming Smaller Companies Investment Trust. JPMorgan UK Small Cap Growth & Income Plc was formed in June 1, 1990 and is domiciled i...[Read more]

Industry

Asset Management

IPO Date

1990-07-28

Stock Exchange

LSE

Ticker

JUGI.L

The ROE as of April 2025 (TTM) for JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) is 25.82%

According to JPMorgan UK Small Cap Growth & Income Plc’s latest financial reports and current stock price. The company's current ROE is 25.82%. This represents a change of 478.58% compared to the average of 4.46% of the last 4 quarters.

JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) Historical ROE (quarterly & annually)

How has JUGI.L ROE performed in the past?

The mean historical ROE of JPMorgan UK Small Cap Growth & Income Plc over the last ten years is 5.86%. The current 25.82% ROE has changed 341.01% with respect to the historical average. Over the past ten years (40 quarters), JUGI.L's ROE was at its highest in in the January 2021 quarter at 23.77%. The ROE was at its lowest in in the July 2020 quarter at -19.52%.

Quarterly (TTM)
Annual

Average

5.86%

Median

3.64%

Minimum

-30.98%

Maximum

40.62%

JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan UK Small Cap Growth & Income Plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.02%

Maximum Annual ROE = 40.62%

Minimum Annual Increase = -500.10%

Minimum Annual ROE = -30.98%

Quarterly (TTM)
Annual
YearROEChange
202419.28%-500.10%
2023-4.82%-84.44%
2022-30.98%-176.28%
202140.62%1.02%
20203.64%-164.65%
2019-5.62%-135.17%
201815.99%-31.08%
201723.20%-369.83%

JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) Average ROE

How has JUGI.L ROE performed in the past?

The current ROE of JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-5.51%

5-year avg

5.55%

10-year avg

5.86%

JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) ROE vs. Peers

How is JUGI.L’s ROE compared to its peers?

JPMorgan UK Small Cap Growth & Income Plc’s ROE is

CompanyROEMarket cap

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Frequently asked questions❓

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What is JPMorgan UK Small Cap Growth & Income Plc's ROE?

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What is the highest ROE for JPMorgan UK Small Cap Growth & Income Plc (JUGI.L)?

What is the 3-year average ROE for JPMorgan UK Small Cap Growth & Income Plc (JUGI.L)?

What is the 5-year average ROE for JPMorgan UK Small Cap Growth & Income Plc (JUGI.L)?

How does the current ROE for JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) compare to its historical average?