Jupiter UK Smaller Companies Fund L GBP Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Smaller Companies Fund L GBP Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev21.69 %
3-Yr Mean Return18.76 %
 
3-Yr Sharpe Ratio0.78
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.830.98
3-Yr Alpha2.363.63
 
Advertisement
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)