Jupiter UK Mid Cap P GBP Acc

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Performance History30/04/2022
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Mid Cap P GBP Acc
Fund-21.729.410.63.2-23.5
+/-Cat-6.8-1.413.5-11.6-8.9
+/-B’mrk-6.6-1.419.1-15.1-11.9
 
Key Stats
NAV
24/05/2022
 GBP 3.51
Day Change -1.08%
Morningstar Category™ UK Mid-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B1XG8963
Fund Size (Mil)
28/02/2022
 GBP 2357.71
Share Class Size (Mil)
12/05/2022
 GBP 8.04
Max Initial Charge 4.00%
Ongoing Charge
10/02/2022
  1.10%
Morningstar Research
Analyst Report

Jupiter UK Mid Cap continues to represent an attractive option in the UK mid-cap space. It benefits from a long-tenured manager executing a consistent approach backed by the support of a strong, experienced team. The clean I share class therefore...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: Jupiter UK Mid Cap P GBP Acc
The objective of the Jupiter UK Mid Cap 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
Trailing Returns (GBP)24/05/2022
YTD-26.58
3 Years Annualised-1.96
5 Years Annualised-1.55
10 Years Annualised10.43
12 Month Yield 0.00
Management
Manager Name
Start Date
Richard Watts
31/12/2008
Inception Date
30/06/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE 250 Ex Investment Trust TR GBPFTSE 250 Ex Investment Trust TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter UK Mid Cap P GBP Acc31/03/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock89.380.0089.38
Bond0.000.000.00
Property0.000.000.00
Cash4.060.004.06
Other6.560.006.56
Top 5 Regions%
United Kingdom100.00
United States0.00
Canada0.00
Latin America0.00
Eurozone0.00
Top 5 Sectors%
Consumer Cyclical25.84
Industrials20.80
Communication Services19.79
Real Estate12.25
Technology6.88
Top 5 HoldingsSector%
Chrysalis Investments Limited Ord6.56
Ascential PLCCommunication ServicesCommunication Services6.44
Starling Bank C Sh5.66
Future PLCCommunication ServicesCommunication Services5.44
Electrocomponents PLCIndustrialsIndustrials5.39
Jupiter UK Mid Cap P GBP Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)