Jupiter UK Dynamic Long Short Equity Fund I (GBP) IncRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.0 | 6.9 | -28.6 | -1.9 | 12.3 | |
+/-Cat | 9.9 | -7.9 | -6.4 | -7.8 | 3.7 | |
+/-B’mrk | - | - | - | -18.4 | 4.0 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 06/12/2024 | GBP 4.73 | |
Day Change | 0.19% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | IE00BLP59769 | |
Fund Size (Mil) 06/12/2024 | GBP 69.28 | |
Share Class Size (Mil) 06/12/2024 | GBP 32.70 | |
Max Initial Charge | - | |
Ongoing Charge 01/10/2024 | 1.20% |
Investment Objective: Jupiter UK Dynamic Long Short Equity Fund I (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 I (GBP) Inc | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Northern Trust Global Sterling D | 4.03 | |
Games Workshop Group PLC | Consumer Cyclical | 3.70 |
JTC PLC Ordinary Shares | Financial Services | 3.53 |
Bellway PLC | Consumer Cyclical | 3.14 |
Hilton Food Group PLC | Consumer Defensive | 3.06 |
Increase Decrease New since last portfolio | ||
Jupiter UK Dynamic Long Short Equity Fund I (GBP) Inc |