Jupiter UK Mid Cap L GBP IncRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -22.1 | 28.8 | 10.0 | 2.7 | -23.6 |
| +/-Cat | -7.2 | -2.0 | 12.9 | -12.1 | -9.1 |
| +/-B’mrk | -7.0 | -2.0 | 18.5 | -15.6 | -12.1 |
| Category: UK Mid-Cap Equity | ||||||
| Category Benchmark: FTSE 250 Ex Investment Trus... | ||||||
| Key Stats | ||
| NAV 24/05/2022 | GBP 3.54 | |
| Day Change | -1.09% | |
| Morningstar Category™ | UK Mid-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00B1XG7B19 | |
| Fund Size (Mil) 28/02/2022 | GBP 2357.71 | |
| Share Class Size (Mil) 12/05/2022 | GBP 90.23 | |
| Max Initial Charge | 4.00% | |
| Ongoing Charge 10/02/2022 | 1.60% | |
| Morningstar Research |
| Analyst Report |
Jupiter 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 I share class therefore... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | High |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Jupiter UK Mid Cap L GBP Inc |
| The objective of the Jupiter UK Mid Cap Fund is 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 invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies. |
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| Management | ||
Manager Name Start Date | ||
Richard Watts 31/12/2008 | ||
Inception Date 06/01/2003 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE 250 Ex Investment Trust TR GBP | FTSE 250 Ex Investment Trust TR GBP |
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| Portfolio Profile for Jupiter UK Mid Cap L GBP Inc | 31/03/2022 |
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| Top 5 Holdings | Sector | % |
 Chrysalis Investments Limited Ord |  | 6.56 |
| Ascential PLC |  Communication Services | 6.44 |
| Starling Bank C Sh | | 5.66 |
 Future PLC | Communication Services | 5.44 |
 Electrocomponents PLC |  Industrials | 5.39 |
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Increase Decrease  New since last portfolio | ||
| Jupiter UK Mid Cap L GBP Inc | ||
