JPMorgan US Smaller Companies Investment Trust plc

JPMorgan US Smaller Companies Investment Trust plcverified

JUSC.L

JPMorgan US Smaller Companies Investment Trust plc is an open-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 public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small-cap companies. The fund employs fundamental analysis with a bottom up stock picking approach, focusing on companies with sustainable competitive advantages versus their competitors, high quality business models and management, and significant growth profiles to create its portfolio. It benchmarks the perfor...[Read more]

Industry

Asset Management

IPO Date

1998-03-31

Stock Exchange

LSE

Ticker

JUSC.L

The ROE as of December 2025 (TTM) for JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) is -3.95%

According to JPMorgan US Smaller Companies Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is -3.95%. This represents a change of 802.30% compared to the average of -0.44% of the last 4 quarters.

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) Historical ROE (quarterly & annually)

How has JUSC.L ROE performed in the past?

The mean historical ROE of JPMorgan US Smaller Companies Investment Trust plc over the last ten years is 8.90%. The current -3.95% ROE has changed -144.38% with respect to the historical average. Over the past ten years (40 quarters), JUSC.L's ROE was at its highest in in the June 2020 quarter at 30.94%. The ROE was at its lowest in in the December 2008 quarter at -29.98%.

Quarterly (TTM)
Annual

Average

8.90%

Median

7.72%

Minimum

-9.17%

Maximum

32.79%

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan US Smaller Companies Investment Trust 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 = 765.42%

Maximum Annual ROE = 32.79%

Minimum Annual Increase = -428.07%

Minimum Annual ROE = -9.17%

Quarterly (TTM)
Annual
YearROEChange
20249.61%128.00%
20234.21%-145.97%
2022-9.17%-163.54%
202114.42%8.73%
202013.27%-35.48%
201920.56%-428.07%
2018-6.27%-207.54%
20175.83%-82.23%
201632.79%765.42%
20153.79%-66.73%

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) Average ROE

How has JUSC.L ROE performed in the past?

The current ROE of JPMorgan US Smaller Companies Investment Trust plc (JUSC.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

1.55%

5-year avg

6.47%

10-year avg

8.90%

JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) ROE vs. Peers

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

JPMorgan US Smaller Companies Investment Trust plc’s ROE is greater than Baronsmead Second Venture Trust plc (-6.91%), greater than Baronsmead Venture Trust Plc (-3.91%), less than Seraphim Space Investment Trust Plc (2.99%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Inc (0%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Inc (0%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Acc (0%), less than Puma Vct 13 Plc (0.15%), less than Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Acc (0%), less than Vanguard U.S. Equity Index Fund Institutional Plus GBP Inc (0%), less than Vanguard U.S. Equity Index Fund Institutional Plus GBP Acc (0%),

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