Company search
Fantasy fund manager: returns buoyed by global rebound
Markets have shrugged off geopolitical turbulence, leaving five of our contestants with gains for 2025’s first half.
Overview
Performance
Portfolio
Dividends
Charges
Gearing
Research
Announcements
Management
Documents
Invest
Research
Please note that this research may have been paid for by the investment company. Any opinions and ratings are not endorsed by the AIC.
Kepler Trust Intelligence
07 May 2025
Short-term noise aside, JUSC offers a unique exposure to domestic US industrials.
Related articles
Fantasy fund manager: relief as global markets bounce back
The May rally gave all our contestants a welcome boost.
13 investment trust continuation votes fall in next five weeks
The number of upcoming decisions highlights the importance of shareholder voting.
Fantasy fund manager: when the going gets tough…
Only one contestant has made money as Trump’s trade war roils markets.
Related videos
278: Money Makers Investment Trusts Podcast - with Jonathan Brachle (28 May 2025)
In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jonathan Brachle, co-portfolio manager at J.P.Morgan US Smaller Companies Trust (JUSC).
Trump vs Harris: What is your investment philosophy and your outlook for the US?
Trump part two – or the first female President? What is your investment philosophy and your outlook for the US? Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Trump vs Harris: what are the biggest risks facing investors in the US now?
Trump part two – or the first female President? What are the biggest risks facing investors in the US now? Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Trump vs Harris: how will the broadening of the US rally affect your stock picks?
Trump part two – or the first female President? How will the broadening of the US rally affect your stock picks? Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Related Industry News
‘Whisper it quietly’: trust discounts are starting to narrow, says Stifel
Broker reports a tentative shift in sentiment across the investment trust space, as discounts narrowed in the first half of 2025 and returns turned positive.
JPMorgan US Smaller Companies benefits from financials but lagged in industrials and tech
JPMorgan US Smaller Companies (JUSC) has published its final results for the year ended 31 December 2024, reporting a net asset value (NAV) total retu...
Deutsche Numis: What were retail investors’ favourite trusts in 2024?
JPMorgan Global Growth & Income’s ascent continues, with the £3.1bn trust only just behind Scottish Mortgage in popularity on platforms.
Trust winners and losers of Trump’s red sweep
Donald Trump’s decisive election victory sent US indices to new highs, but not every investment trust will be a winner, say analysts at Stifel and JPMorgan Cazenove.
Investment company news brought to you by Citywire Financial Publishers Limited
and QuotedData by Marten & Co.
Data provided by Morningstar.
Company documents provided by FE fundinfo.
