Jupiter UK Mid Cap Z2 GBP AccSign In to View Ratings |
Performance History | 31/05/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.7 | -40.0 | 6.1 | 5.0 | 6.3 |
![]() | +/-Cat | -11.1 | -17.9 | 0.2 | -2.3 | 2.1 |
![]() | +/-B’mrk | - | - | -10.4 | -1.6 | -0.7 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 13/06/2025 | GBP 1.53 | |
Day Change | -0.66% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BHBX8N56 | |
Fund Size (Mil) 30/05/2025 | GBP 341.48 | |
Share Class Size (Mil) 12/06/2025 | GBP 6.08 | |
Max Initial Charge | - | |
Ongoing Charge 13/05/2025 | 0.76% |
Morningstar Research |
Analyst Report | 30/04/2025 Morningstar Manager Research, 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 | |
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People | 24 |
Parent | 23 |
Process | 24 |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Tim Service 30/11/2023 | ||
James Gilbert 30/11/2023 | ||
Inception Date 17/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Mid Cap Z2 GBP Acc | 30/04/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.82 |
![]() | ![]() | 3.47 |
![]() | ![]() | 3.39 |
![]() | ![]() | 3.14 |
![]() | ![]() | 3.08 |
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Jupiter UK Mid Cap Z2 GBP Acc |