In this special episode of the podcast, James and Ian are joined by Katen Patel, co-manager of the JPMorgan UK Small Cap Growth & Income Trust (LON:JUGI). The £430 million cap company is one of the best-performing trusts in the AIC’s UK Smaller Companies sector. Over the past decade, the trust has delivered a share price total return north of 200%.
Our special guest provides an overview of the key planks of JUGI’s successful investment process and why it is repeatable. Furthermore, Katen explains why this small cap trust offers exposure to FTSE 250 stocks. He also discusses the benefits of the upcoming combination with Aberdeen UK Smaller Companies Growth Trust (LON:AUSC).
JPMorgan UK Small Cap Growth & Income will be joining us at the Sharesify Wealth & Retirement Show on 6 November in London.
Finally, Katen talks about the outlook for UK small caps. And the stock picker sets out the bull case for selective industrials as well as UK electricals leader Currys (LON:CURY).
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