Jupiter UK Dynamic Equity Fund I (EUR) Hedged AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.4 | -0.4 | -25.6 | -5.8 | 4.4 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 30/04/2024 | EUR 4.30 | |
Day Change | 0.96% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BLP59439 | |
Fund Size (Mil) 01/05/2024 | GBP 94.88 | |
Share Class Size (Mil) 01/05/2024 | EUR 1.05 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2022 | 1.23% |
Investment Objective: Jupiter UK Dynamic Equity Fund I (EUR) Hedged Acc |
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 | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Dynamic Equity Fund I (EUR) Hedged Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 5.16 |
Intermediate Capital Group PLC | Financial Services | 5.10 |
Northern Trust Global Sterling D | 4.17 | |
Bellway PLC | Consumer Cyclical | 4.09 |
Melrose Industries PLC | Industrials | 4.01 |
Increase Decrease New since last portfolio | ||
Jupiter UK Dynamic Equity Fund I (EUR) Hedged Acc |