Jupiter UK Mid Cap Fund I GBP Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAbove AverageHigh3 star
10-Year*HighHigh4 star
Overall*Above AverageHigh3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Mid Cap Fund I GBP Acc
  • FTSE 250 Ex Investment Trust TR GBP
Volatility Measurements30/09/2021
3-Yr Std Dev27.33 %
3-Yr Mean Return10.98 %
3-Yr Sharpe Ratio0.37
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.131.19
3-Yr Alpha0.760.82
* 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)