Jupiter UK Smaller Companies Focus Fund I GBP Inc

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Smaller Companies Focus Fund I GBP Inc
Fund-17.428.811.69.4-29.8
+/-Cat-5.43.64.3-13.4-10.2
+/-B’mrk-3.611.29.9-21.8-16.3
 
Key Stats
NAV
15/08/2022
 GBP 2.64
Day Change -0.35%
Morningstar Category™ UK Small-Cap Equity
IA (formerly IMA) Sector UK Smaller Companies
ISIN IE00BLP58G83
Fund Size (Mil)
15/08/2022
 GBP 131.55
Share Class Size (Mil)
15/08/2022
 GBP 74.99
Max Initial Charge -
Ongoing Charge
08/07/2022
  0.87%
Morningstar Research
Analyst Report

David Cameron-Mowat took over as lead manager of Jupiter UK Smaller Companies Focus in mid-2021. Although his portfolio management experience is limited, he benefits from the backing of a strong team, and he is well versed in the team-wide...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: Jupiter UK Smaller Companies Focus Fund I GBP Inc
The Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector.
Returns
Trailing Returns (GBP)15/08/2022
YTD-31.14
3 Years Annualised0.26
5 Years Annualised-1.27
10 Years Annualised*12.54
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
David Cameron-Mowat
04/05/2021
Inception Date
30/05/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Numis Smaller Companies Index ex ICFTSE Small Cap Ex Invest 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 Smaller Companies Focus Fund I GBP Inc30/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.160.0096.16
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other3.840.003.84
Top 5 Regions%
United Kingdom99.63
Asia - Developed0.37
United States0.00
Canada0.00
Latin America0.00
Top 5 Sectors%
Financial Services19.96
Technology17.58
Communication Services14.48
Industrials14.13
Consumer Cyclical11.49
Top 5 HoldingsSector%
OSB Group PLCFinancial ServicesFinancial Services6.06
Starling Bank Ltd B Shares5.13
Alpha FX Group PLCFinancial ServicesFinancial Services4.96
Auction Technology Group PLC Whe... TechnologyTechnology4.42
Gamma Communications PLCCommunication ServicesCommunication Services4.07
Jupiter UK Smaller Companies Focus Fund I GBP Inc

Related

* This share class has performance data calculated prior to the inception date, 2014-05-30. This is based upon a simulated/extended track record, using the track record of Jupiter UK Sml Coms Focus L GBP Inc (ISIN: IE00BLP58F76), 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)