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
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.
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%.
Average
5.86%
Median
3.64%
Minimum
-30.98%
Maximum
40.62%
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%
Year | ROE | Change |
---|---|---|
2024 | 19.28% | -500.10% |
2023 | -4.82% | -84.44% |
2022 | -30.98% | -176.28% |
2021 | 40.62% | 1.02% |
2020 | 3.64% | -164.65% |
2019 | -5.62% | -135.17% |
2018 | 15.99% | -31.08% |
2017 | 23.20% | -369.83% |
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’s ROE is
Company | ROE | Market cap |
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What is the ROE?
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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?