JPMORGAN UK SMALL CAP GROWTH & INCOME PLC
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Next accounts due
2027-01-31 (in 8mo)
Last filed for 2025-07-31
Confirmation statement due
2026-07-10 (in 2mo)
Last made up 2025-06-26
Watchouts
None on the register
Cash
£296K
Latest balance sheet
Net assets
£468M
Equity attributable
Employees
—
Average over period
Profit before tax
£22M
highest in 3 filed years
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · latest reflected 2026-01-31
| Metric | Trend | 2025-01-31 | 2025-07-31 | 2026-01-31 |
|---|---|---|---|---|
| Turnover | — | — | — | |
| Operating profit | — | — | — | |
| Profit before tax | -£37,378,000 | -£2,943,000 | £21,505,000 | |
| Net profit | -£37,423,000 | -£3,017,000 | £21,459,000 | |
| Cash | £253,000 | £300,000 | £296,000 | |
| Total assets less current liabilities | £461,723,000 | £473,016,000 | £467,966,000 | |
| Net assets | £461,723,000 | £473,016,000 | £467,966,000 | |
| Equity | £461,723,000 | £473,016,000 | £467,966,000 | |
| Average employees | — | — | — | |
| Wages | — | — | — | |
| Directors' remuneration | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Year-on-year
FY2025 → FY2026 · period ending 2026-01-31 vs 2025-07-31
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2025-01-31 | 2025-07-31 | 2026-01-31 |
|---|---|---|---|---|
| Gearing (liabilities / total assets) | 10.6% | 11.9% | 11.1% | |
| Current ratio | 0.20x | 0.39x | 0.14x |
Margins divide P&L lines by turnover. 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
- Unaudited (audit-exempt)
- Going concern
- Affirmed
“The Directors believe, having considered the Company's investment objectives, risk management policies, capital management policies and procedures, nature of the portfolio (including its liquidity) and expenditure projections, that the Company has adequate resources, an appropriate financial structure and suitable management arrangements in place to continue in operational existence for the foreseeable future and more specifically, that there are no material uncertainties pertaining to the Company that would prevent its ability to continue in such operational existence for at least 12 months from the date of the approval of this half year financial report. For these reasons, they consider there is reasonable evidence to continue to adopt the going concern basis in preparing the financial statements.”
Significant events
- “The Company adopted its present name, JPMorgan UK Small Cap Growth & Income plc, on 27th February 2024, following completion of the Company's Combination with JPMorgan Mid Cap Investment Trust plc.”
- “Global geopolitical tensions remained in the foreground during the first half of our financial year to 31st July 2026. Russia's war against Ukraine continued for its fourth year, the president of Venezuela was ousted and Iran became an incredibly volatile situation... third ceasefire in Gaza between Israel and Hamas, which took place in October 2025, has to date remained in force.”
- “Labour's second Budget again rattled the stock market and its 18 months in power have been notable for the number of U-turns and climbdowns that it has been compelled to make... Interest rates continued to fall and were reduced twice in the six months to 3.75%... inflation continued to exceed the 2% target... view has now been upended by the US/Israeli attack on Iran.”
- “M&A within the UK equity market, with bids for two of our holdings in the Financials sector, JTC and Just Group.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 17 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JPMORGAN FUNDS LIMITED | Corporate Secretary | 2014-07-01 | — | — |
| 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
Material constitutional events — rename, articles re-file, resolution
- 2025-12-09 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 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 | |
| 2025-12-10 | AA | accounts | Accounts with accounts type full | |
| 2025-12-09 | RESOLUTIONS | resolution | Resolution | |
| 2025-11-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-11-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-11-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-11-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-11-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-11-24 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-10-31 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-10-22 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-09-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-09-29 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-09-03 | SH03 | capital | Capital return purchase own shares treasury capital date | |
| 2025-07-17 | 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
- 0
- 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.