Jupiter UK Growth Inc

Performance History30/06/2020
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Growth Inc
Fund-7.17.3-15.915.1-29.4
+/-Cat-17.4-8.8-3.7-8.7-11.1
+/-B’mrk-23.9-5.8-6.4-4.1-11.9
 
Key Stats
NAV
10/07/2020
 GBX 215.95
Day Change -0.33%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0004792130
Fund Size (Mil)
30/06/2020
 GBP 550.36
Share Class Size (Mil)
30/06/2020
 GBP 64.64
Max Initial Charge -
Ongoing Charge
19/06/2020
  1.74%
Investment Objective: Jupiter UK Growth Inc
The Fund aims to provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Returns
Trailing Returns (GBP)10/07/2020
YTD-30.41
3 Years Annualised-12.64
5 Years Annualised-8.07
10 Years Annualised3.54
12 Month Yield 2.19
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Chris Smith
01/07/2020
Inception Date
31/03/1988
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter UK Growth Inc31/05/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.800.0098.80
Bond0.000.000.00
Property0.000.000.00
Cash1.480.281.20
Other0.000.000.00
Top 5 Regions%
United Kingdom83.42
United States10.01
Asia - Emerging3.89
Eurozone1.63
Europe - ex Euro1.06
Top 5 Sectors%
Consumer Cyclical31.44
Financial Services18.79
Industrials16.94
Communication Services12.05
Healthcare9.77
Top 5 HoldingsSector%
Experian PLCIndustrialsIndustrials7.42
PureTech Health PLCHealthcareHealthcare6.79
Avast PLCTechnologyTechnology6.16
TalkTalk Telecom Group PLCCommunication ServicesCommunication Services4.50
Legal & General Group PLCFinancial ServicesFinancial Services4.43
Jupiter UK Growth Inc

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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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