Jupiter UK Alpha Fund I GBP AccRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -11.2 | 23.1 | -8.7 | 16.2 | -2.1 |
| +/-Cat | -1.4 | 3.8 | 0.4 | -1.7 | -1.1 |
| +/-B’mrk | -1.7 | 3.9 | 1.1 | -2.1 | -2.9 |
| Category: UK Large-Cap Equity | ||||||
| Category Benchmark: FTSE AllSh TR GBP | ||||||
| Key Stats | ||
| NAV 20/05/2022 | GBP 1.83 | |
| Day Change | 2.85% | |
| Morningstar Category™ | UK Large-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00BFYN3R70 | |
| Fund Size (Mil) 31/03/2022 | GBP 1121.81 | |
| Share Class Size (Mil) 12/05/2022 | GBP 223.62 | |
| Max Initial Charge | 5.00% | |
| Ongoing Charge 10/02/2022 | 0.85% | |
| Morningstar Research |
| Analyst Report |
Jupiter UK Alpha's experienced lead manager and proven approach continue to support a Morningstar Analyst Rating of Silver for the I GBP clean share class. Ratings on the other share classes range from Bronze to Silver.Richard Buxton took charge... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Jupiter UK Alpha Fund I GBP Acc |
| To achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE All-Share Index over rolling 3 year periods. The fund primarily invests (at least 70%) in a portfolio of UK equities. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Richard Buxton 11/12/2009 | ||
Inception Date 31/01/2003 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE AllSh TR GBP | FTSE AllSh TR GBP |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Jupiter UK Alpha Fund I GBP Acc | 31/03/2022 |
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| Top 5 Holdings | Sector | % |
 Drax Group PLC |  Utilities | 5.75 |
 Glencore PLC |  Basic Materials | 5.43 |
| AstraZeneca PLC |  Healthcare | 5.27 |
| Entain PLC |  Consumer Cyclical | 4.91 |
| Lloyds Banking Group PLC |  Financial Services | 4.60 |
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Increase Decrease  New since last portfolio | ||
| Jupiter UK Alpha Fund I GBP Acc | ||
