Jupiter UK Mid Cap Z1 GBP IncRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -21.5 | 29.9 | 10.9 | 3.6 | -28.8 |
| +/-Cat | -6.5 | -1.0 | 13.9 | -11.2 | -12.1 |
| +/-B’mrk | -6.3 | -0.9 | 19.4 | -14.8 | -15.4 |
| Category: UK Mid-Cap Equity | ||||||
| Category Benchmark: FTSE 250 Ex Investment Trus... | ||||||
| Key Stats | ||
| NAV 12/08/2022 | GBP 1.37 | |
| Day Change | 0.36% | |
| Morningstar Category™ | UK Mid-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00BHBX8M40 | |
| Fund Size (Mil) 30/06/2022 | GBP 1638.92 | |
| Share Class Size (Mil) 12/08/2022 | GBP 76.47 | |
| Max Initial Charge | - | |
| Ongoing Charge 08/07/2022 | 0.88% | |
| Morningstar Research |
| Analyst Report |
Jupiter 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 I share class therefore... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | High |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Jupiter UK Mid Cap Z1 GBP Inc |
| 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. |
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| Management | ||
Manager Name Start Date | ||
Richard Watts 31/12/2008 | ||
Inception Date 07/04/2014 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
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| Portfolio Profile for Jupiter UK Mid Cap Z1 GBP Inc | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Ascential PLC |  Communication Services | 6.78 |
 Starling Bank C Sh |  | 6.53 |
| Chrysalis Investments Limited Ord | | 5.44 |
| Trainline PLC |  Consumer Cyclical | 5.18 |
| Future PLC | Communication Services | 4.77 |
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 Increase Decrease  New since last portfolio | ||
| Jupiter UK Mid Cap Z1 GBP Inc | ||
