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Equity
JUGI
+0.0 · +0.00%
GBX · LSE

JPMorgan UK Small Cap Growth & Income Plc(JUGI) Stock Analysis | Financial Services

GBX --+0.00%
Reward52Moderate
Risk52Moderate
75%Data
Strong 90% profit margin · 4.2% dividend yield · Revenue down 55% YoY
Dividend King
Market Cap:430.39M
ⓘ
Reward Rating
52
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
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Risk Rating
52
Moderate
Risk Assessment
5 metrics flaggedView details

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.

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.
New listing — limited trading history
Fundamental and analyst data are available for JUGI, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

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

Moderate reward · elevated risk

JUGI is broadly in line with peers, with valuation the standout concern.

Based on 88% data coverage

JUGI · Verdict

What’s working & what to watch

Watchouts 1

  • Valuation33/100

    Below average

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 430.39M, and a P/E ratio of 8.5x.

Financial Highlights

Investment Breakdown

Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (52)

The scoring profile indicates limited reward potential at this time, with profitability and growth offering the most support. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap430.39M
P/E Ratio8.4881
Dividend Yield4.17%
Beta1.195
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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