Jupiter UK Growth I AccRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -15.3 | 15.9 | -26.7 | 18.4 | -4.2 |
![]() | +/-Cat | -3.1 | -7.8 | -21.6 | 2.1 | 4.2 |
![]() | +/-B’mrk | -5.8 | -3.2 | -16.8 | 0.1 | -5.0 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 23/05/2022 | GBX 286.80 | |
Day Change | 0.15% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B54CH949 | |
Fund Size (Mil) 19/05/2022 | GBP 398.82 | |
Share Class Size (Mil) 20/05/2022 | GBP 37.93 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2022 | 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). |
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 | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Growth I Acc | 31/03/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.62 |
![]() | ![]() | 7.31 |
![]() | ![]() | 7.07 |
![]() | ![]() | 4.64 |
![]() | ![]() | 4.49 |
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Jupiter UK Growth I Acc |