Jupiter UK Smaller Companies Focus Fund I GBP Inc

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Performance History30/06/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Smaller Companies Focus Fund I GBP Inc
Fund11.69.4-39.1-0.48.4
+/-Cat4.3-13.4-15.1-0.2-0.1
+/-B’mrk----7.35.4
 
Key Stats
NAV
17/07/2024
 GBP 2.55
Day Change -0.45%
Morningstar Category™ UK Small-Cap Equity
IA (formerly IMA) Sector UK Smaller Companies
ISIN IE00BLP58G83
Fund Size (Mil)
16/07/2024
 GBP 36.97
Share Class Size (Mil)
16/07/2024
 GBP 20.67
Max Initial Charge -
Ongoing Charge
17/02/2023
  0.91%
Morningstar Research
Analyst Report31/05/2024
Morningstar Manager Research,
Morningstar, Inc

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
People23
Parent23
Process24
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)17/07/2024
YTD12.66
3 Years Annualised-11.88
5 Years Annualised-0.98
10 Years Annualised7.64
12 Month Yield 1.63
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 ICMorningstar UK Small Cap TME NR 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 Inc30/06/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United Kingdom97.93
Asia - Developed2.07
United States0.00
Canada0.00
Latin America0.00
Top 5 Sectors%
Industrials22.90
Financial Services19.53
Consumer Cyclical15.28
Technology10.85
Communication Services8.64
Top 5 HoldingsSector%
JTC PLC Ordinary SharesFinancial ServicesFinancial Services5.38
Oxford Instruments PLCTechnologyTechnology4.51
Gamma Communications PLCCommunication ServicesCommunication Services4.08
Morgan Sindall Group PLCIndustrialsIndustrials3.51
Hill & Smith PLCIndustrialsIndustrials3.41
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)
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