Jupiter UK Alpha Fund (IRL) I GBP AccRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -11.6 | 22.9 | -8.4 | 15.5 | -9.6 |
| +/-Cat | -1.8 | 3.5 | 0.7 | -2.5 | -3.1 |
| +/-B’mrk | -2.1 | 3.7 | 1.4 | -2.9 | -5.0 |
| Category: UK Large-Cap Equity | ||||||
| Category Benchmark: FTSE AllSh TR GBP | ||||||
| Key Stats | ||
| NAV 01/07/2022 | GBP 13.73 | |
| Day Change | -0.09% | |
| Morningstar Category™ | UK Large-Cap Equity | |
| IA (formerly IMA) Sector | - | |
| ISIN | IE00BFWH6830 | |
| Fund Size (Mil) 01/07/2022 | GBP 44.17 | |
| Share Class Size (Mil) 01/07/2022 | GBP 0.61 | |
| Max Initial Charge | - | |
| Ongoing Charge 10/02/2022 | 1.13% | |
| Morningstar Research |
| Analyst Report |
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 | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Jupiter UK Alpha Fund (IRL) I GBP 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 | ||
Richard Buxton 18/12/2013 | ||
Inception Date 14/04/2014 | ||
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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 Alpha Fund (IRL) I GBP Acc | 31/05/2022 |
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| Top 5 Holdings | Sector | % |
 Glencore PLC |  Basic Materials | 6.00 |
| AstraZeneca PLC |  Healthcare | 5.51 |
| Drax Group PLC |  Utilities | 5.00 |
| Barclays PLC |  Financial Services | 4.58 |
| Lloyds Banking Group PLC | Financial Services | 4.42 |
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 Increase  Decrease  New since last portfolio | ||
| Jupiter UK Alpha Fund (IRL) I GBP Acc | ||
