Jupiter US Smaller Companies (LSE:JUS) - Investment trust price


Investment Trust Report

Jupiter US Smaller Companies PLC JUS

Latest Portfolio Breakdown

Assets 31/12/2018%
Stock99.8
Cash0.2
Country 31/12/2018%
United States98.2
United Kingdom1.7
Sector 31/12/2018%
Industrials23.2
Financial Services17.6
Consumer Defensive13.5
Consumer Cyclical12.1
Healthcare11.6
Technology7.5
Basic Materials6.6
Real Estate2.8
Energy2.5
Communication Services2.4
Holdings 31/12/2018% of Assets
The Chefs' Warehouse Inc5.6
Ollie's Bargain Outlet Holdings Inc5.6
America's Car-Mart Inc4.3
Ensign Group Inc4.2
Genesee & Wyoming Inc Class A4.1
Alleghany Corp4.1
MSC Industrial Direct Co Inc Class A3.8
Covanta Holding Corp3.2
Addus HomeCare Corp3.1
Old Dominion Freight Lines Inc3.0
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2019 Morningstar. All rights reserved.