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Jupiter UK Mid Cap U1 GBP Inc

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Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Mid Cap U1 GBP Inc
Fund28.1-21.529.910.90.7
+/-Cat8.5-6.5-1.013.9-9.1
+/-B’mrk9.9-6.3-0.919.4-12.0
 
Category: UK Mid-Cap Equity
Category Benchmark: FTSE 250 Ex Investment Trus...
Key Stats
NAV
06/12/2021		 GBP 1.91
Day Change -1.16%
Morningstar Category™ UK Mid-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00BHBX8M40
Fund Size (Mil)
29/10/2021		 GBP 3344.01
Share Class Size (Mil)
12/11/2021		 GBP 393.31
Max Initial Charge -
Ongoing Charge
27/11/2021		  0.78%
Morningstar Research
Analyst Report

Merian UK Mid Cap continues to represent an attractive option in the UK mid-cap space. It benefits from a long-tenured manager executing a consistent approach backed by the support of a strong, experienced team. The clean R share class therefore...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Jupiter UK Mid Cap U1 GBP Inc
The fund aims 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 primarily invests in a portfolio of medium sized UK companies.
Returns
Trailing Returns (GBP)06/12/2021
YTD1.23
3 Years Annualised13.12
5 Years Annualised8.80
10 Years Annualised-
12 Month Yield 0.20
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Richard Watts
31/12/2008
Inception Date
07/04/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE 250 Ex Investment Trust TR GBPFTSE 250 Ex Investment Trust 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 Mid Cap U1 GBP Inc31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.040.0094.04
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other5.960.005.96
Top 5 Regions%
United Kingdom100.00
United States0.00
Canada0.00
Latin America0.00
Eurozone0.00
Top 5 Sectors%
Consumer Cyclical28.77
Industrials22.99
Communication Services19.39
Real Estate11.12
Financial Services6.94
Top 5 HoldingsSector%
Ascential PLCCommunication ServicesCommunication Services6.17
Chrysalis Investments Limited Ord5.96
Electrocomponents PLCIndustrialsIndustrials5.43
Ashtead Group PLCIndustrialsIndustrials5.17
Future PLCCommunication ServicesCommunication Services4.75
Increase Decrease New since last portfolio
Jupiter UK Mid Cap U1 GBP Inc

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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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