Morningstar
RecommendedGuide to Asset Flows Open Window IconGuide to Indexes for Fund Management Open Window IconInvestment Analysis Platform for Fund Managers Fund Insights

Jupiter UK Mid Cap L GBP Inc

Register to Unlock Ratings
Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
Jupiter UK Mid Cap L GBP Inc
Fund27.0-22.128.810.00.0
+/-Cat7.5-7.2-2.012.9-9.9
+/-B’mrk8.8-7.0-2.018.5-12.8
 
Category: UK Mid-Cap Equity
Category Benchmark: FTSE 250 Ex Investment Trus...
Key Stats
NAV
03/12/2021		 GBP 4.77
Day Change 0.41%
Morningstar Category™ UK Mid-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B1XG7B19
Fund Size (Mil)
29/10/2021		 GBP 3344.01
Share Class Size (Mil)
12/11/2021		 GBP 137.01
Max Initial Charge 4.00%
Ongoing Charge
27/11/2021		  1.60%
Morningstar Research
Analyst Report

Merian UK Mid Cap continues to represent an attractive option in the UK mid-cap space. It benefits from a long-tenured manager executing a consistent approach backed by the support of a strong, experienced team. The clean R share class therefore...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleHigh
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Jupiter UK Mid Cap L GBP Inc
The fund aims 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 250 ex Investment Trust Index over rolling 3 year periods. The fund primarily invests in a portfolio of medium sized UK companies.
Returns
Trailing Returns (GBP)03/12/2021
YTD1.63
3 Years Annualised10.35
5 Years Annualised8.33
10 Years Annualised13.81
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Richard Watts
31/12/2008
Inception Date
06/01/2003
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE 250 Ex Investment Trust TR GBPFTSE 250 Ex Investment Trust TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter UK Mid Cap L GBP Inc31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.040.0094.04
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other5.960.005.96
Top 5 Regions%
United Kingdom100.00
United States0.00
Canada0.00
Latin America0.00
Eurozone0.00
Top 5 Sectors%
Consumer Cyclical28.77
Industrials22.99
Communication Services19.39
Real Estate11.12
Financial Services6.94
Top 5 HoldingsSector%
Ascential PLCCommunication ServicesCommunication Services6.17
Chrysalis Investments Limited Ord5.96
Electrocomponents PLCIndustrialsIndustrials5.43
Ashtead Group PLCIndustrialsIndustrials5.17
Future PLCCommunication ServicesCommunication Services4.75
Increase Decrease New since last portfolio
Jupiter UK Mid Cap L GBP Inc

Related

Equity Research & Insights
The Most Shorted Stocks on the FTSE
Updated October 2021: Cineworld stays at the top of the list despite a boost from the much delayed James Bond film
up and down arrows
James Gard
Equity Research & Insights
UK Barometer: August 2021
UK small and mid-cap stocks have continued this year's strong run in August
barometer showing a change in the weather
James Gard
Fund Research & Insights
Funds Jumping from Worst to First
Five funds that have bounced back in 2021 - and one curiosity
Hand holding trophy
Sunniva Kolostyak
Special Report
Investing in an Ageing Population
The Earth's population is ageing. By 2050, some 1.5 billion on the planet will be aged 65 or over. What does that mean for investors? 
earth from space
Marco Caprotti
Equity Research & Insights
Which UK IPOs Are Due in 2021?
Deliveroo and Dr Martens are two key IPOs in London this year after a muted 2020 for UK listings
Deliveroo
James Gard
Economic Insights
A Year Since Lockdown: China in 5 Charts
On January 23, 2020 China made the unprecedented move to put Wuhan province in lockdown. But beyond Covid-19, what changed for China last year? We loo...
China flag
James Gard
ESG
Best and Worst ESG Funds of 2020 So Far
There's a wide gap between the winners and losers of 2020. We look at the top and bottom performing ESG funds of the year so far
Trophies thumbnail
Annalisa Esposito
Fund Research & Insights
Best and Worst Funds in September
Japan focused funds top the performance tables in September, even after the announcement of Prime Minister Abe's retirement, while emerging Europe lag...
New gold trophy trophies article new
Annalisa Esposito
Fund Research & Insights
Best and Worst Funds in August
In a sharp turnaround, it's a UK Smaller Companies fund that tops the performance table in August, according to Morningstar data, but Latin America fu...
Trophies thumbnail
Annalisa Esposito
Fund Research & Insights
Best and Worst Funds of 2020 So Far
It's been a volatile year so far and some funds have fared better than others. We look at the top and bottom performing open-ended funds of 2020 so fa...
Trophy 300 by 145
Annalisa Esposito
* This share class has performance data calculated prior to the inception date, 2003-01-06. This is based upon a simulated/extended track record 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)
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement       

The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.