Jupiter UK Smaller Companies Focus Fund L GBP IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.0 | 8.6 | -39.4 | -1.2 | 1.3 | |
+/-Cat | 3.7 | -14.3 | -15.4 | -0.9 | 0.1 | |
+/-B’mrk | - | - | - | -8.1 | 0.7 | |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 17/04/2024 | GBP 13.02 | |
Day Change | 0.31% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | IE00BLP58F76 | |
Fund Size (Mil) 17/04/2024 | GBP 35.77 | |
Share Class Size (Mil) 17/04/2024 | GBP 7.57 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 08/07/2022 | 1.61% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
David Cameron-Mowat took over as lead manager of Jupiter UK Smaller Companies Focus in mid-2021. Although his portfolio management experience is limited, he benefits from the backing of a strong team, and he is well versed in the team-wide... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Smaller Companies Focus Fund L GBP Inc |
The Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Cameron-Mowat 04/05/2021 | ||
Inception Date 14/01/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Numis Smaller Companies Index ex IC | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Smaller Companies Focus Fund L GBP Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
JTC PLC Ordinary Shares | Financial Services | 4.41 |
Oxford Instruments PLC | Technology | 3.90 |
Gamma Communications PLC | Communication Services | 3.83 |
Vesuvius PLC | Basic Materials | 3.43 |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 3.34 |
Increase Decrease New since last portfolio | ||
Jupiter UK Smaller Companies Focus Fund L GBP Inc |