Jupiter UK Special Situations I AccRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -7.3 | 16.3 | -13.7 | 20.2 | 3.0 |
| +/-Cat | 2.5 | -3.0 | -4.6 | 2.2 | 4.0 |
| +/-B’mrk | 2.1 | -2.8 | -3.9 | 1.9 | 2.2 |
| Category: UK Large-Cap Equity | ||||||
| Category Benchmark: FTSE AllSh TR GBP | ||||||
| Key Stats | ||
| NAV 20/05/2022 | GBX 286.13 | |
| Day Change | 1.61% | |
| Morningstar Category™ | UK Large-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00B4KL9F89 | |
| Fund Size (Mil) 19/05/2022 | GBP 1979.15 | |
| Share Class Size (Mil) 20/05/2022 | GBP 947.58 | |
| Max Initial Charge | - | |
| Ongoing Charge 10/02/2022 | 0.76% | |
| Morningstar Research |
| Analyst Report |
Jupiter UK Special Situations features a highly experienced manager applying his approach in a disciplined and consistent fashion. The clean I share class retains a Morningstar Analyst Rating of Gold, while other share classes range between Gold... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | High |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Jupiter UK Special Situations I Acc |
| To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
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| Management | ||
Manager Name Start Date | ||
Ben Whitmore 01/11/2006 | ||
Inception Date 15/06/2009 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE AllSh TR GBP | FTSE AllSh TR GBP |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Jupiter UK Special Situations I Acc | 31/03/2022 |
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| Top 5 Holdings | Sector | % |
 GlaxoSmithKline PLC |  Healthcare | 5.53 |
| BP PLC |  Energy | 5.28 |
| Shell PLC | Energy | 4.32 |
 Standard Chartered PLC |  Financial Services | 4.15 |
| Aviva PLC | Financial Services | 4.14 |
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 Increase Decrease  New since last portfolio | ||
| Jupiter UK Special Situations I Acc | ||
