- The trust aims to achieve long-term capital growth for shareholders from a diversified portfolio primarily of quoted US smaller and medium-sized companies
- The portfolio is managed by Robert Siddles who offers a long-term proven track record, having run the fund for over 17 years and who takes a risk-averse approach, aiming to preserve capital rather than chasing short term growth. Robert pays particular interest to the areas of the market that lack positive sentiment
2018 has brought fresh life to the trust with a 5% outperformance relative to the Russell 2000 index, and despite the disappointing returns for the fund over the past few years, the recent reduction in sentiment towards growth stocks, in particular in technology, could perhaps mark the start of a turnaround
The strict discount policy has seen the discount retreat over the last two years, with the average reducing from -11.43% in 2016 to -9.04% in 2017. As of the end of March 2018, the discount sits at -8.4%
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Fund History: Jupiter US Smaller Companies Trust
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