Jupiter UK Alpha Fund I GBP Acc

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Growth Of 1000 (GBP) 31/05/2021
Fund:  Jupiter UK Alpha Fund I GBP Acc
Category:  UK Large-Cap Equity
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/05/2021
 201420152016201720182019202031/05
Price Return1.24-2.5212.4714.16-11.1823.11-8.7212.79
+/- Category0.24-4.95-0.642.52-1.363.760.390.84
+/- Category Index0.06-3.50-4.281.06-1.713.941.101.88
% Rank in Category3788621377153517
Trailing Returns (GBP)17/06/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.43   -0.06-0.03
1 Week0.65   0.12-0.05
1 Month2.69   0.540.70
3 Months6.99   0.660.44
6 Months14.88   3.153.27
YTD14.32   0.831.75
1 Year31.46   9.0910.22
3 Years Annualised3.21   0.970.73
5 Years Annualised9.42   1.761.35
10 Years Annualised7.95   0.951.05
 
Quarterly Returns (GBP)31/05/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20218.20---
2020-30.9512.38-1.8719.88
201910.254.180.786.36
2018-6.298.34-0.72-11.88
20173.282.233.704.27
2016-3.22-3.0812.296.78
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1731 Mar 1831 Mar 1931 Mar 2031 Mar 21
20.023.584.50-22.8943.04
 
 
 
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* This share class has performance data calculated prior to the inception date, 2003-01-31. This is based upon a simulated/extended track record, using the track record of Old Mutual UK Alpha R GBP Acc (ISIN: GB0032544065), 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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