Jupiter UK Growth I AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -26.7 | 18.4 | -6.2 | 10.4 | 0.8 | |
+/-Cat | -17.6 | 0.5 | -4.2 | 2.2 | 1.7 | |
+/-B’mrk | - | - | - | 2.8 | 2.2 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 27/03/2024 | GBX 327.39 | |
Day Change | 0.27% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B54CH949 | |
Fund Size (Mil) 26/03/2024 | GBP 389.56 | |
Share Class Size (Mil) 27/03/2024 | GBP 49.80 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.99% |
Investment Objective: Jupiter UK Growth 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 companies based anywhere in the world, open- ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Smith 01/07/2020 | ||
Inception Date 19/09/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Growth I Acc | 31/01/2024 |
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Top 5 Holdings | Sector | % |
RELX PLC | Industrials | 6.90 |
AstraZeneca PLC | Healthcare | 5.31 |
Compass Group PLC | Consumer Cyclical | 4.94 |
Unilever PLC | Consumer Defensive | 4.81 |
Reckitt Benckiser Group PLC | Consumer Defensive | 4.58 |
Increase Decrease New since last portfolio | ||
Jupiter UK Growth I Acc |