Jupiter UK Smaller Companies Focus Fund L GBP Inc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAbove AverageHigh3 star
10-YearHighHigh5 star
Overall*Above AverageHigh4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Smaller Companies Focus Fund L GBP Inc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev25.41 %
3-Yr Mean Return10.64 %
 
3-Yr Sharpe Ratio0.38
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.941.09
3-Yr Alpha-3.051.24
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2002-01-14. This is based upon a simulated/extended track record, using the track record of Old Mutual UK Smaller Coms Focus A GBP (ISIN: IE0031266244), 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)