Share this page:
Stay connected:
Welcome to the Citywire Money Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!



North America - Small Company Fund
Keith Elliott
Posted: 11 June 2018 15:19:59(UTC)

Joined: 04/03/2012(UTC)
Posts: 1

Thanks: 3 times
Looking to increase my exposure to North America by buying into smaller companies. Main objective is growth. Any worthwhile funds out there?
Dan L
Posted: 13 June 2018 13:28:28(UTC)

Joined: 29/04/2018(UTC)
Posts: 10

Thanks: 3 times
Was thanked: 18 time(s) in 8 post(s)
I have been looking for one for a while too. I haven't invested yet but my current favourite is Artemis. I don't like funds with lots of holdings which rules a few of them out for me. I am still considering if to go for a simple ETF
1 user thanked Dan L for this post.
Keith Elliott on 13/06/2018(UTC)
Tyrion Lannister
Posted: 13 June 2018 13:35:58(UTC)

Joined: 03/03/2017(UTC)
Posts: 402

Thanks: 247 times
Was thanked: 303 time(s) in 185 post(s)
I'd go for JUSC.

It's highly rated by Morning Star, has a good performance history, and has less than 100 holdings.
1 user thanked Tyrion Lannister for this post.
Keith Elliott on 13/06/2018(UTC)
Antony A
Posted: 13 June 2018 15:39:30(UTC)

Joined: 02/09/2013(UTC)
Posts: 28

Thanks: 2 times
Was thanked: 71 time(s) in 20 post(s)
JUSC had a period of stagnation through late 2016 to May 2018, allowing the highly-rated JPM US Smaller Companies C fund largely to catch up, as measured over the last 3- 5-year period. Over 1 year, the JPM fund is well ahead - 33% to 13%. Compare their charts at Trustnet. You could just buy both!

An alternative is to buy an index, either the Russell 2000 or the S&P SmallCap 600, which tracks the small-cap segment of the US market via a basket of stocks with a median market cap of $1.1 billion. The latter can be accessed using iShares S&P SmallCap 600 ETF, which has beaten the returns of those tracking the Russell 2000 small-cap index over 3 and 5 years, as well as the S&P500.

I would drip-feed though, as US small caps have been on a storming run recently and you might get hit by a correction.
3 users thanked Antony A for this post.
Keith Elliott on 13/06/2018(UTC), Harry Trout on 13/06/2018(UTC), Peter59 on 13/06/2018(UTC)
andy mac
Posted: 13 June 2018 16:03:37(UTC)

Joined: 12/02/2016(UTC)
Posts: 219

Thanks: 132 times
Was thanked: 187 time(s) in 103 post(s)
I have made some decent money from this fund in the last 18 months
obviously a fund rather than a trust but may be worth a lokk
1 user thanked andy mac for this post.
Guest on 13/06/2018(UTC)
Posted: 13 June 2018 16:15:50(UTC)

Joined: 14/08/2013(UTC)
Posts: 436

Thanks: 135 times
Was thanked: 382 time(s) in 238 post(s)
You can't go wrong with Jenny Jones at Schroders.
Antony A
Posted: 13 June 2018 21:49:57(UTC)

Joined: 02/09/2013(UTC)
Posts: 28

Thanks: 2 times
Was thanked: 71 time(s) in 20 post(s)
kWIKSAVE;63834 wrote:
You can't go wrong with Jenny Jones at Schroders.

Trustnet's profile of Jenny Jones is at She runs a variety of US small cap and mid-cap funds.
J Thomas
Posted: 13 June 2018 22:46:56(UTC)

Joined: 22/02/2012(UTC)
Posts: 310

Thanks: 375 times
Was thanked: 424 time(s) in 175 post(s)
Consider the Baillie Gifford US Growth Trust.

Launched in March 2018, it has now returned 22% in three months. NAV premium is a modest 2.8%.

I am a holder. If you buy now I believe you will be handsomely rewarded over the next few years, although as always DYOR specifically on the Baillie Gifford website regarding holdings, sectors, and geographical spread.
+ Reply to discussion


Other markets