Jupiter UK Dynamic Equity Fund I (GBP) IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.0 | 6.9 | -28.6 | -1.9 | 5.2 | |
+/-Cat | 9.9 | -7.9 | -6.4 | -7.8 | 3.5 | |
+/-B’mrk | - | - | - | -18.4 | 2.1 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 18/04/2024 | GBP 4.32 | |
Day Change | -0.50% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BLP59769 | |
Fund Size (Mil) 18/04/2024 | GBP 93.50 | |
Share Class Size (Mil) 18/04/2024 | GBP 54.83 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.11% |
Investment Objective: Jupiter UK Dynamic Equity Fund I (GBP) Inc |
The investment objective of the Fund is to achieve capital appreciation by taking long and short positions principally in UK equities outside the FTSE 100 Index. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Luke Kerr 30/06/2009 | ||
Inception Date 30/06/2009 |
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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 Dynamic Equity Fund I (GBP) Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 5.16 |
Intermediate Capital Group PLC | Financial Services | 5.10 |
Northern Trust Global Sterling D | 4.17 | |
Bellway PLC | Consumer Cyclical | 4.09 |
Melrose Industries PLC | Industrials | 4.01 |
Increase Decrease New since last portfolio | ||
Jupiter UK Dynamic Equity Fund I (GBP) Inc |