JPMORGAN UK SMALL CAP GROWTH & INCOME PLC
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Cash
£300k
+16.7% vs 2024
Net assets
£473m
-8.5% vs 2024
Employees
0
Average over period
Profit before tax
-£2.9m
-103% vs 2024
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · Δ = latest vs prior filed period · latest reflected 2025-07-31
| Metric | Trend | 2024-07-31 | 2025-07-31 | Δ vs prior |
|---|---|---|---|---|
| Turnover | — | — | — | |
| Operating profit | £102,352,000 | £184,000 | -99.8% | |
| Profit before tax | £99,698,000 | -£2,943,000 | -103% | |
| Net profit | £99,698,000 | -£3,017,000 | -103% | |
| Cash | £257,000 | £300,000 | +16.7% | |
| Total assets less current liabilities | £517,072,000 | £473,016,000 | -8.5% | |
| Net assets | £517,072,000 | £473,016,000 | -8.5% | |
| Equity | £517,072,000 | £473,016,000 | -8.5% | |
| Average employees | 0 | 0 | — | |
| Wages | £0 | £0 | — | |
| Directors' remuneration | £180,110 | £198,035 | +10% | |
| Directors' pension contributions | £0 | £0 | — | |
| Highest paid director | £39,696 | £41,236 | +3.9% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-07-31 | 2025-07-31 |
|---|---|---|---|
| Return on capital employed | 19.8% | 0.0% | |
| Gearing (liabilities / total assets) | 10.0% | 11.9% | |
| Current ratio | 0.22x | 0.39x | |
| Interest cover | 38.57x | 0.06x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 5 times since incorporation
- JPMORGAN UK SMALL CAP GROWTH & INCOME PLC 2024-02-27 → present
- JPMORGAN UK SMALLER COMPANIES INVESTMENT TRUST PLC 2021-09-21 → 2024-02-27
- JPMORGAN SMALLER COMPANIES INVESTMENT TRUST PLC 2006-11-30 → 2021-09-21
- JPMORGAN FLEMING SMALLER COMPANIES INVESTMENT TRUSTPLC 2002-11-28 → 2006-11-30
- THE FLEMING SMALLER COMPANIES INVESTMENT TRUST PLC 1996-04-15 → 2002-11-28
- RIVER & MERCANTILE SMALLER COMPANIES TRUST PLC 1990-06-26 → 1996-04-15
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Ernst & Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors confirm in their reasonable opinion that the Company has adequate resources to continue in operational existence for the period to 31st October 2026, which is at least 12 months from the date the financial statements are authorised for issue.”
Significant events
- “Following completion of the Company's Combination with JPMorgan Mid Cap Investment Trust plc ('JMF') in February 2024, the Company introduced an enhanced dividend policy which aims to pay an annual dividend equivalent to 4% of the Company's NAV.”
- “On 7th July 2025, the Company drew down an additional £5 million of the accordion facility, bringing the commitment to £60 million as at 31st July 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 17 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JPMORGAN FUNDS LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| DOCHERTY, David John | Director | 2026-09-01 | Dec 1965 | British |
| GORDON, Lisa Jane | Director | 2024-02-28 | Jul 1966 | British |
| HART, Katrina Harriet | Director | 2022-06-17 | Jun 1974 | British |
| HUMPHRIES, Gordon James | Director | 2020-07-01 | Dec 1961 | British |
| PHILP, Hannah Louise | Director | 2024-02-28 | Jul 1985 | British |
| RYDER, Alice Anne | Director | 2017-02-01 | Jun 1964 | British |
Show 17 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FLEMING INVESTMENT TRUST MANAGEMENT LIMITED | Corporate Secretary | 1996-02-06 | 2000-06-01 |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | Corporate Secretary | 2000-06-01 | 2014-07-01 |
| RIVER & MERCANTILE INVESTMENT MANAGEMENT LIMITED | Corporate Secretary | — | 1996-02-06 |
| CARINGTON, Rupert Francis John, The Hon | Director | — | 2004-05-31 |
| COULSON, David James Ivo | Director | 2005-10-18 | 2017-11-28 |
| DAVIES, Susanna Frances | Director | 2013-03-01 | 2022-12-05 |
| FITZALAN HOWARD, Richard Andrew | Director | 1997-02-20 | 2016-11-29 |
| GODFREY, Piers Michael | Director | — | 1999-12-31 |
| GUBBINS, Richard Simon | Director | 2024-02-28 | 2024-11-27 |
| HERIARD-DUBREUIL, Olivier | Director | — | 1996-09-05 |
| IMPEY, Andrew Michael | Director | 2015-03-16 | 2024-11-27 |
| MACPHERSON, Philip Strone Stewart | Director | — | 2013-06-01 |
| OLDFIELD, Richard John | Director | 1999-06-18 | 2005-04-04 |
| PRETTY, Derek William Methven | Director | — | 2003-10-03 |
| QUICKE, Michael Francis | Director | 2005-10-18 | 2019-12-02 |
| ROBSON, Andrew Stephen | Director | 2007-04-04 | 2020-11-24 |
| THOMPSON, David George Fossett | Director | 2002-08-09 | 2006-03-31 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 513 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-09-08 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-07-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-04-20 | AA | accounts | Accounts with accounts type interim | |
| 2026-01-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2026-01-09 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-12-15 | SH03 | capital | Capital return purchase own shares treasury capital date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 17
- Officers appointed
- 1
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.