Jupiter UK Dynamic Long Short Equity Fund L (GBP) IncRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.0 | 6.4 | -28.9 | -2.4 | 12.0 | |
+/-Cat | 9.9 | -8.4 | -6.8 | -8.3 | 2.2 | |
+/-B’mrk | - | - | - | -18.9 | 3.3 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 11/10/2024 | GBP 4.48 | |
Day Change | -0.21% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BLP59322 | |
Fund Size (Mil) 11/10/2024 | GBP 71.47 | |
Share Class Size (Mil) 11/10/2024 | GBP 36.93 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 16/02/2024 | 1.77% |
Investment Objective: Jupiter UK Dynamic Long Short Equity Fund L (GBP) Inc |
The investment objective of the Fund is to achieve capital appreciation by taking long and short positions principally in UK equities outside the FTSE 100 Index. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Luke Kerr 30/06/2009 | ||
Inception Date 30/06/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Dynamic Long Short Equity Fund L (GBP) Inc | 30/09/2024 |
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Top 5 Holdings | Sector | % |
JTC PLC Ordinary Shares | Financial Services | 3.86 |
Bellway PLC | Consumer Cyclical | 3.56 |
Games Workshop Group PLC | Consumer Cyclical | 3.42 |
Telecom Plus PLC | Utilities | 3.24 |
Coats Group PLC | Consumer Cyclical | 3.15 |
Increase Decrease New since last portfolio | ||
Jupiter UK Dynamic Long Short Equity Fund L (GBP) Inc |