Jupiter UK Smaller Companies Fund I GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.6 | 14.7 | -33.8 | -1.4 | 0.3 | |
+/-Cat | 0.3 | -8.1 | -9.8 | -1.2 | -0.9 | |
+/-B’mrk | - | - | - | -8.3 | -0.4 | |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 25/04/2024 | GBP 2.51 | |
Day Change | 0.04% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00B1XG9599 | |
Fund Size (Mil) 30/12/2022 | GBP 622.43 | |
Share Class Size (Mil) 24/04/2024 | GBP 201.24 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.04% |
Morningstar Research |
Analyst Report | 21/02/2024 Michael Born, Analyst Morningstar, Inc |
Jupiter UK Smaller Companies is a solid offering in the UK small-cap space, benefitting from a long-tenured manager and a consistent approach. While we retain our positive conviction in the manager, value added through active stock selection has... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Jupiter UK Smaller Companies Fund I GBP Acc |
To achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Nickols 31/01/2004 | ||
Inception Date 01/07/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Deutsche Numis SC Ex Invt Com TR GBP | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Smaller Companies Fund I GBP Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
JTC PLC Ordinary Shares | Financial Services | 3.88 |
Vesuvius PLC | Basic Materials | 3.77 |
Gamma Communications PLC | Communication Services | 3.67 |
Alpha Group International plc | Financial Services | 3.51 |
OSB Group PLC | Financial Services | 3.42 |
Increase Decrease New since last portfolio | ||
Jupiter UK Smaller Companies Fund I GBP Acc |