Jupiter UK Alpha Fund (IRL) I GBP Acc

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Performance History30/09/2021
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Alpha Fund (IRL) I GBP Acc
Fund13.7-11.622.9-8.415.0
+/-Cat2.1-1.83.50.71.1
+/-B’mrk0.6-2.13.71.41.4
 
Key Stats
NAV
20/10/2021
 GBP 15.19
Day Change -0.21%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector -
ISIN IE00BFWH6830
Fund Size (Mil)
19/10/2021
 GBP 54.03
Share Class Size (Mil)
19/10/2021
 GBP 0.61
Max Initial Charge -
Ongoing Charge
15/02/2021
  1.20%
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
PeopleAbove Average
ParentAverage
ProcessAbove 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.
Returns
Trailing Returns (GBP)20/10/2021
YTD15.48
3 Years Annualised7.26
5 Years Annualised6.09
10 Years Annualised*-
12 Month Yield 0.00
Management
Manager Name
Start Date
Richard Buxton
18/12/2013
Inception Date
14/04/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh 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 Alpha Fund (IRL) I GBP Acc30/09/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United Kingdom88.62
United States7.55
Europe - ex Euro3.84
Canada0.00
Latin America0.00
Top 5 Sectors%
Consumer Cyclical30.30
Financial Services16.83
Healthcare10.10
Basic Materials9.39
Industrials8.76
Top 5 HoldingsSector%
Entain PLCConsumer CyclicalConsumer Cyclical6.25
Drax Group PLCUtilitiesUtilities5.47
Barclays PLCFinancial ServicesFinancial Services5.02
AstraZeneca PLCHealthcareHealthcare4.56
Lloyds Banking Group PLCFinancial ServicesFinancial Services4.54
Jupiter UK Alpha Fund (IRL) I GBP Acc

Related

* This share class has performance data calculated prior to the inception date, 2014-04-14. This is based upon a simulated/extended track record, using the track record of Jupiter UK Alpha Fund (IRL) L GBP Acc (ISIN: IE00BFWH6491), 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)