European markets carried by global momentum

JPMorgan European Discovery Trust plc

Markets across Europe began the week with a modest lift. Global currents, particularly the surge in enthusiasm around artificial intelligence in the United States, have filtered across the Atlantic and nudged European indices higher.

Several of Europe’s industrial champions, including Siemens, Schneider Electric and ABB, advanced as investors positioned around themes of automation, infrastructure renewal and the energy transition.

One of the most striking moves came from Orsted, which surged more than 7% after a United States court ruling cleared the way for its Revolution Wind project off Rhode Island.

JPMorgan European Discovery Trust plc is an investment trust company. The Investment Trust JEDT objective is to achieve capital growth from a portfolio of quoted smaller companies in Europe, excluding the United Kingdom.

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JPMorgan European Discovery Trust reports strong performance uplift in latest factsheet

JPMorgan European Discovery Trust reported a 5.37% share price rise in July 2025, outpacing NAV and its benchmark. Year-to-date, the share price is up 34.17%, supported by strong small-cap performance and effective stock selection.

Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum.

JPMorgan European Discovery Trust to host manager webinar today

Portfolio managers Jack Featherby and Jules Bloch will present an update on Europe’s economic upswing, portfolio enhancements and recent performance on Monday 21 July 2025 at 3:00 pm BST, followed by an online Q&A.

A new focus reshapes Europe’s small cap landscape

A strategic shift in portfolio positioning is setting the stage for Europe’s under-the-radar small caps to capture the next wave of infrastructure and defence spending.

JPMorgan European Discovery Trust declares 10.0p final dividend

JPMorgan European Discovery Trust plc plans to distribute a final dividend of 10.0 pence per share, pending shareholder approval at the upcoming AGM.

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