Edison Investment Research - JPMorgan Euro Small Co. Trust (JESC) JPMorgan European Discovery Trust - A core option within a niche market

Report

Edison Investment Research

Pedro Fonseca

JPMorgan European Discovery Trust - A core option within a niche market

JPMorgan European Discovery Trust (JEDT) aims to generate long-term capital growth from a portfolio of high-quality, reasonably valued, smaller European equities. The scale of opportunities in a relatively inefficient market gives active managers an excellent opportunity set for outperforming and delivering good long-term investor returns, and JEDT has a strong long-term investment track record but has been a little more challenged of late. The trust currently offers a 1.7% dividend yield.

14/03/2022 1 EN

Underlying

JPMorgan Euro Small Co. Trust

JPMorgan European Smaller Companies Trust is an investment trust company and invests primarily in european equities. Co.'s operations are located in the U.K. As of Mar 31 2017, Co.'s investment portfolio totaled £653.6 million.

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GB00BMTS0Z37 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Pedro Fonseca

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JPMorgan European Discovery Trust - A core option within a niche market

JPMorgan European Discovery Trust - A balanced trust targeting a world-beating market

JPMorgan European Discovery Trust - Becoming more stylistically balanced

Edison Investment Research Limited: JPMorgan European Discovery Trust (JEDT) - Initiation: A core option within a niche market

Tinexta - Typical seasonality in Q124

Dentsu Group - FY24 prospects weighted to H2

Record - AUME momentum and a sharper focus

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