Jupiter UK Mid Cap Z1 GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.9 | 3.6 | -40.1 | 6.1 | 3.5 | |
+/-Cat | 13.8 | -11.2 | -17.9 | 0.2 | 0.8 | |
+/-B’mrk | - | - | - | -10.5 | 2.3 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 10/05/2024 | GBP 1.42 | |
Day Change | 1.39% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BHBX8L33 | |
Fund Size (Mil) 30/12/2022 | GBP 1098.41 | |
Share Class Size (Mil) 10/05/2024 | GBP 120.00 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.98% |
Morningstar Research |
Analyst Report | 15/12/2023 Michael Born, Analyst Morningstar, Inc |
Jupiter UK Mid Cap has seen some mishaps that have lowered our conviction. It still benefits from a long-tenured manager and a process that leans to finding companies with high growth prospects. However, the manager's judgment on some... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Mid Cap Z1 GBP Acc |
The objective of the fund is 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 FTSE 250 ex Investment Trust Index over rolling 3 year periods. The Fund invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Richard Watts 31/12/2008 | ||
Inception Date 04/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Mid Cap Z1 GBP Acc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Bellway PLC | Consumer Cyclical | 4.62 |
Intermediate Capital Group PLC | Financial Services | 4.02 |
Games Workshop Group PLC | Consumer Cyclical | 3.75 |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 3.74 |
Melrose Industries PLC | Industrials | 3.21 |
Increase Decrease New since last portfolio | ||
Jupiter UK Mid Cap Z1 GBP Acc |