JPMorgan UK Small Cap Growth &omeLSE:JUGI 32 Forward Dividend Yield % is 4.45% as of Jul. 02, 2026. GuruFocus rates LSE:JUGI with a GF Score™ of 32/100. The stock has 3 warning signs investors should review. Among 1,105 Asset Management companies, JPMorgan UK Small Cap Growth &ome ranks worse than 65.07% on this metric.
LSE:JUGI's Forward Dividend Yield % is ranked worse than 65.07% of 1105
companies
in the Asset Management industry
Industry Median: 6.09
vs LSE:JUGI: 4.45
During the past 12 months, JPMorgan UK Small Cap Growth &ome's average Dividends Per Share Growth Rate was 5.70% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 38.10% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 28.30% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 21.10% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of JPMorgan UK Small Cap Growth &ome was 47.90% per year. The lowest was 1.80% per year. And the median was 14.10% per year.
The growth rate is calculated with least square regression.
For more information regarding to dividend, please check our Dividend Page.
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Forward Dividend Yield % Explanation
Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.
Dividends may also qualify a lower tax rate for investors.
In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.
JPMorgan UK Small Cap Growth &ome Forward Dividend Yield % Related Terms
LSE:JUGI vs BLK, BX, KKR: Forward Dividend Yield % Comparison
For the Asset Management subindustry, JPMorgan UK Small Cap Growth &ome's Forward Dividend Yield %, along with its competitors' market caps and Forward Dividend Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
JPMorgan UK Small Cap Growth &ome Forward Dividend Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's Forward Dividend Yield % distribution charts can be found below:
* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's Forward Dividend Yield % falls into.
JPMorgan UK Small Cap Growth &ome Forward Dividend Yield % Calculation
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
JPMorgan UK Small Cap Growth &ome Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
GBP 0.036300
2026-05-21
2026-05-22
2026-07-01
Cash Dividend
quarterly
GBP:GBP 1.000000
GBP 0.036300
2026-02-19
2026-02-20
2026-04-01
Cash Dividend
quarterly
GBP:GBP 1.000000
GBP 0.036300
2025-11-20
2025-11-21
2026-01-02
Cash Dividend
quarterly
GBP:GBP 1.000000
GBP 0.036300
2025-08-21
2025-08-22
2025-10-01
Cash Dividend
quarterly
GBP:GBP 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Forward Dividend Yield % of 4.45% mean?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a Forward Dividend Yield % of 4.45% as of Jul. 02, 2026. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. According to the industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #719 out of 1105 companies in the Asset Management industry, placing it in the top 65.1%.
Is JPMorgan UK Small Cap Growth &ome's Forward Dividend Yield % too high?
JPMorgan UK Small Cap Growth &ome's current Forward Dividend Yield % is 4.45%. The Asset Management industry median Forward Dividend Yield % is 6.09. JPMorgan UK Small Cap Growth &ome's value of 4.45% is 26.9% below this industry median. Based on the distribution chart, JPMorgan UK Small Cap Growth &ome ranks #719 out of 1105 companies in the Asset Management industry, which is below the industry midpoint. Overall, JPMorgan UK Small Cap Growth &ome has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan UK Small Cap Growth &ome's Forward Dividend Yield % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #719 out of 1105 companies for Forward Dividend Yield %. This places JPMorgan UK Small Cap Growth &ome in the lower half of its industry. The industry median Forward Dividend Yield % is 6.09. JPMorgan UK Small Cap Growth &ome's value of 4.45% is 26.9% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Dividend Yield % for an Asset Management company?
The median Forward Dividend Yield % among Asset Management companies is 6.09, based on 1,105 companies in the industry. Companies in the top quartile (top 25%) have a Forward Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Forward Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan UK Small Cap Growth &ome's current Forward Dividend Yield % of 4.45% is 26.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Dividend Yield % mean?
A high Forward Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. For the Asset Management industry, the median Forward Dividend Yield % is 6.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan UK Small Cap Growth &ome's current Forward Dividend Yield % is 4.45%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan UK Small Cap Growth &ome stock overvalued right now?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a current Forward Dividend Yield % of 4.45%. The current Forward Dividend Yield % is 4.45% and 26.9% below the Asset Management industry median of 6.09. JPMorgan UK Small Cap Growth &ome's overall GF Score™ is 32/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Dividend Yield % calculated?
Forward Dividend Yield % is calculated from a company's financial statements. For JPMorgan UK Small Cap Growth &ome (LSE:JUGI), the current Forward Dividend Yield % is 4.45% as of Jul. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
JPMorgan UK Small Cap Growth &ome Business Description
JPMorgan UK Small Cap Growth & Income PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.
32GF Score
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