Jupiter UK Alpha Fund (IRL) L EUR AccRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -9.3 | 15.1 | -2.4 | 5.2 | 5.6 | |
+/-Cat | -0.2 | -2.9 | -0.3 | -3.0 | -3.8 | |
+/-B’mrk | - | - | - | -2.4 | -4.3 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 21/10/2024 | EUR 14.22 | |
Day Change | -0.73% | |
Morningstar Category™ | UK Large-Cap Equity | |
ISIN | IE00BFWH6384 | |
Fund Size (Mil) 21/10/2024 | GBP 24.12 | |
Share Class Size (Mil) 21/10/2024 | EUR 5.65 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 17/02/2023 | 1.86% |
Morningstar Research |
Analyst Report | 31/08/2024 Morningstar Manager Research, Morningstar, Inc |
Merian UK Alpha (IRL)’s experienced lead manager, together with a proven approach continue to make it an appealing UK large cap option. Our positive view on the investment team and approach has not changed. However, under our enhanced ratings... | |
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 Alpha Fund (IRL) L EUR Acc |
The objective of the fund is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ed Meier 01/09/2023 | ||
Errol Francis 01/09/2023 | ||
Inception Date 29/08/2014 |
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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 Alpha Fund (IRL) L EUR Acc | 31/08/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 6.19 |
Drax Group PLC | Utilities | 5.09 |
Whitbread PLC | Consumer Cyclical | 4.65 |
Shell PLC | Energy | 4.46 |
BP PLC | Energy | 4.28 |
Increase Decrease New since last portfolio | ||
Jupiter UK Alpha Fund (IRL) L EUR Acc |