JPMorgan UK Small Cap Growth & Income
JUGI.L (LSE)
JPMorgan UK Small Cap Growth & Income is an appealing investment trust that combines a focus on UK small-cap stocks with an emphasis on both growth and income. With a solid dividend yield of 4.81% and a 1-year return of 11.55%, it stands out as a viable option for investors seeking reliable income and capital appreciation. However, it has experienced a slight decline over the past five years, returning -1.17%, and holds a C rating from analysts.
Pros:
- Focus on small-cap growth
- Positive recent performance
Cons:
- Negative long-term returns
- Market volatility risk
JPMorgan UK Small Cap Growth & Income (JUGI.L) may be suitable for investors looking for a balanced approach to capital appreciation and income generation, particularly those who prioritize dividend yields in their portfolios. However, potential investors should consider its recent performance trends and C rating, which suggest a cautious approach may be warranted.