Jupiter UK Smaller Companies Fund L GBP Acc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Smaller Companies Fund L GBP Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev23.85 %
3-Yr Mean Return3.96 %
 
3-Yr Sharpe Ratio0.15
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.881.02
3-Yr Alpha-6.640.25
 
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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)