JPMorgan UK Small Cap Growth & Income Plc(JUGI)
GBX --+0.00%
Reward56Moderate
Risk58Medium-High
📊75%Data
Thin -82% profit margin · 4.3% dividend yield · Revenue down 55% YoY
JUGI
+0.0 · +0.00%
GBX · LSE
JPMorgan UK Small Cap Growth & Income Plc | Financial Services
Profitless Growth
Market Cap:422.25M
ℹ️
Reward Rating
56
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
58
Medium-High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on JUGI to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is JPMorgan UK Small Cap Growth & Income Plc?

JPMorgan UK Small Cap Growth & Income Plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited.

JUGI · Verdict

Solid reward · elevated risk

JUGI's standout is growth; valuation and cash flow weigh on the picture.

Based on 88% data coverage

JUGI · Verdict

What’s working & what to watch

Strengths 1

  • Growth73/100

    Rev +44.0% CAGR · earnings -66.7%

Watchouts 2

  • Valuation33/100

    Below average

  • Cash flow34/100

    37% free-cash-flow margin

Model-based scoring. For information only — not financial advice.

What is JPMorgan UK Small Cap Growth & Income Plc?

JPMorgan UK Small Cap Growth & Income Plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 422.25M.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Profitability metrics are mixed — margins may be under pressure.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (56)

The scoring profile indicates moderate reward potential, with growth and momentum as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap422.25M
P/E RatioN/A
Dividend Yield4.28%
52 Week High360
52 Week Low231.8676
Last AnnualJuly
IPO DateN/A
IncorporatedUK
Shares Outstanding125M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta1.165
CurrencyGBX