JPMorgan UK Small Cap Growth & Income Plc

JPMorgan UK Small Cap Growth & Income Plc - ROEverified

JUGI.L

JPMorgan UK Small Cap Growth & Income Plc operates as a closed-ended equity investment company. Its primary management is provided by JPMorgan Funds Limited, with additional oversight from JPMorgan Asset Management (UK) Limited. The fund directs its capital towards the publicly traded shares within the United Kingdom's equity markets, predominantly targeting small-capitalization companies active across a wide array of sectors. Its investment performance is benchmarked against the FTSE Small Cap (ex Inv Companies) (£) Index. This entity was established on June 1, 1990, and is incorporated in the United Kingdom. It was historically identified as JPMorgan Fleming Smaller Companies Investment Tr...[Read more]

Industry

Asset Management

IPO Date

1990-07-28

Stock Exchange

LSE

Ticker

JUGI.L

The ROE as of September 2026 (TTM) for JPMorgan UK Small Cap Growth & Income Plc (JUGI.L) is 11.87%

According to JPMorgan UK Small Cap Growth & Income Plc’s latest financial reports and current stock price. The company's current ROE is 11.87%. This represents a change of 145.99% compared to the average of 4.83% 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 5.13%. The current 11.87% ROE has changed 131.46% 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

5.13%

Median

1.50%

Minimum

-31.25%

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 = -463.23%

Minimum Annual ROE = -31.25%

Quarterly (TTM)
Annual
YearROEChange
2025-0.64%-103.31%
202419.28%-463.23%
2023-5.31%-83.01%
2022-31.25%-176.95%
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 less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

4.45%

5-year avg

4.54%

10-year avg

5.13%

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 less than Fidelity Asian Values PLC (17.85%), less than Invesco Bond Income Plus Limited (7.00%), less than Pantheon Infrastructure PLC (25.44%), less than abrdn Asia Focus plc (19.85%), less than JPMorgan Asia Growth & Income plc (24.01%), less than Canadian General Investments, Limited (21.19%), less than Tatton Asset Management plc (33.94%), less than Henderson Far East Income Limited (28.74%), less than Lowland Investment Company plc (25.86%), less than JPMorgan China Growth & Income plc (10.57%),

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