Jupiter UK Mid Cap Fund I GBP Acc

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Mid Cap Fund I GBP Acc
Fund28.0-21.529.810.813.8
+/-Cat8.4-6.6-1.013.8-5.3
+/-B’mrk9.8-6.4-1.019.3-8.6
 
Key Stats
NAV
20/09/2021
 GBP 4.00
Day Change -2.42%
Morningstar Category™ UK Mid-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B1XG9482
Fund Size (Mil)
30/07/2021
 GBP 3522.09
Share Class Size (Mil)
10/09/2021
 GBP 961.93
Max Initial Charge -
Ongoing Charge
02/08/2021
  0.85%
Morningstar Research
Analyst Report

Merian 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 R share class therefore...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Jupiter UK Mid Cap Fund I GBP Acc
The fund aims 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 primarily invests in a portfolio of medium sized UK companies.
Returns
Trailing Returns (GBP)20/09/2021
YTD10.22
3 Years Annualised7.46
5 Years Annualised11.06
10 Years Annualised*15.87
12 Month Yield 0.11
Management
Manager Name
Start Date
Richard Watts
31/12/2008
Inception Date
18/05/2012
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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 Fund I GBP Acc31/08/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock92.410.0092.41
Bond0.000.000.00
Property0.000.000.00
Cash2.550.002.55
Other5.040.005.04
Top 5 Regions%
United Kingdom96.97
Europe - Emerging3.03
United States0.00
Canada0.00
Latin America0.00
Top 5 Sectors%
Consumer Cyclical34.83
Industrials21.13
Communication Services18.42
Real Estate9.09
Financial Services6.43
Top 5 HoldingsSector%
THG PLC ADRConsumer CyclicalConsumer Cyclical6.28
Boohoo Group PLCConsumer CyclicalConsumer Cyclical5.91
Chrysalis Investments Limited Ord5.82
Ascential PLCCommunication ServicesCommunication Services5.64
Future PLCCommunication ServicesCommunication Services4.91
Jupiter UK Mid Cap Fund I GBP Acc

Related

* This share class has performance data calculated prior to the inception date, 2012-05-18. This is based upon a simulated/extended track record, using the track record of Jupiter UK Mid Cap L GBP Acc (ISIN: GB00B1XG7999), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)
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