Jupiter UK Mid Cap P GBP AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.6 | 3.2 | -40.3 | 5.7 | 5.3 | |
+/-Cat | 13.5 | -11.6 | -18.1 | -0.2 | -1.7 | |
+/-B’mrk | - | - | - | -10.9 | 0.7 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 07/11/2024 | GBP 3.20 | |
Day Change | 0.24% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B1XG8963 | |
Fund Size (Mil) 30/09/2024 | GBP 410.08 | |
Share Class Size (Mil) 07/11/2024 | GBP 3.04 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 11/09/2024 | 1.16% |
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 P 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 | ||
Tim Service 30/11/2023 | ||
James Gilbert 30/11/2023 | ||
Inception Date 30/06/2008 |
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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 P GBP Acc | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Bellway PLC | Consumer Cyclical | 5.04 |
Games Workshop Group PLC | Consumer Cyclical | 3.74 |
Telecom Plus PLC | Utilities | 3.14 |
Howden Joinery Group PLC | Consumer Cyclical | 3.00 |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 2.98 |
Increase Decrease New since last portfolio | ||
Jupiter UK Mid Cap P GBP Acc |