Jupiter UK Mid Cap Z2 GBP Acc

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Performance History30/06/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Mid Cap Z2 GBP Acc
Fund11.03.7-40.06.16.0
+/-Cat14.0-11.1-17.90.2-0.2
+/-B’mrk----10.42.0
 
Key Stats
NAV
12/07/2024
 GBP 1.48
Day Change 1.63%
Morningstar Category™ UK Mid-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00BHBX8N56
Fund Size (Mil)
30/04/2024
 GBP 521.08
Share Class Size (Mil)
11/07/2024
 GBP 10.92
Max Initial Charge -
Ongoing Charge
16/02/2024
  0.90%
Morningstar Research
Analyst Report15/12/2023
Michael Born, Analyst
Morningstar, Inc

Jupiter UK Mid Cap has seen some mishaps that have lowered our conviction. It still benefits from a long-tenured manager and a process that leans to finding companies with high growth prospects. However, the manager's judgment on some...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent23
Process24
Performance
Price
Investment Objective: Jupiter UK Mid Cap Z2 GBP Acc
The objective of the fund is 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 invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies.
Returns
Trailing Returns (GBP)12/07/2024
YTD9.04
3 Years Annualised-12.77
5 Years Annualised-1.72
10 Years Annualised4.95
12 Month Yield 1.56
Management
Manager Name
Start Date
Richard Watts
31/12/2008
Inception Date
17/02/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE 250 Ex Investment Trust TR GBPMorningstar UK SMID Cap TME NR 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 Z2 GBP Acc30/06/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.660.0093.66
Bond0.000.000.00
Property0.000.000.00
Cash3.910.003.91
Other2.440.002.44
Top 5 Regions%
United Kingdom100.00
United States0.00
Canada0.00
Latin America0.00
Eurozone0.00
Top 5 Sectors%
Consumer Cyclical31.91
Industrials20.49
Financial Services12.27
Communication Services10.90
Real Estate9.62
Top 5 HoldingsSector%
Bellway PLCConsumer CyclicalConsumer Cyclical4.31
Games Workshop Group PLCConsumer CyclicalConsumer Cyclical4.04
4imprint Group PLCCommunication ServicesCommunication Services3.09
Computacenter PLCTechnologyTechnology2.91
Jet2 PLC Ordinary SharesConsumer CyclicalConsumer Cyclical2.89
Jupiter UK Mid Cap Z2 GBP Acc

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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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