Jupiter UK Opportunities Fund I GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.4 | -1.8 | -2.1 | 6.2 | 0.1 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | 12.3 | -20.1 | -2.5 | -1.7 | -3.5 | |
Category: Long/Short Equity - UK | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 18/04/2024 | GBP 1.20 | |
Day Change | -0.13% | |
Morningstar Category™ | Long/Short Equity - UK | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00BBQ2T214 | |
Fund Size (Mil) 30/12/2022 | GBP 7.31 | |
Share Class Size (Mil) 18/04/2024 | GBP 5.00 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.90% |
Investment Objective: Jupiter UK Opportunities Fund I GBP Acc |
To deliver an absolute return (above zero performance, irrespective of market conditions) over rolling 3 year periods. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, in excess of the Bank of England Base Rate over rolling 3 years. The fund will obtain exposure, either directly or through derivatives, primarily (at least 70%) to UK equities and convertible bonds. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
James Bowmaker 30/09/2011 | ||
Inception Date 30/09/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bank of England Base Rate | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Opportunities Fund I GBP Acc | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Notional Cash Cfd | 39.95 | |
United Kingdom of Great Britain ... | 14.27 | |
United Kingdom of Great Britain ... | 9.88 | |
United Kingdom of Great Britain ... | 7.19 | |
United Kingdom of Great Britain ... | 7.16 | |
Increase Decrease New since last portfolio | ||
Jupiter UK Opportunities Fund I GBP Acc |