To provide investors with capital growth by investing in US smaller companies that have a sustainable competitive advantage.
J.P. Morgan Asset Management
Don San Jose, Daniel J. Percella, Jonathan Brachle
The Directors are required to propose a resolution that the Company continue as an investment trust at the AGM in 2025 and every fifth year thereafter. So in the event of any such resolution not being passed, the Directors will be required to lay proposals before shareholders for the voluntary liquidation, unitisation or other reorganisation of the Company.
Dividends declared in last 12 months
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Number of shares
Traded volumes (number of shares)
Traded values (m)
Data as at : 31/05/2022
||% of total assets
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Company documents provided by FE fundinfo.