Jupiter UK Smaller Companies Fund I GBP IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.5 | 14.7 | -33.8 | -1.4 | 15.1 |
![]() | +/-Cat | 0.2 | -8.1 | -9.8 | -1.2 | 1.9 |
![]() | +/-B’mrk | - | - | - | -8.3 | 4.6 |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 14/08/2024 | GBP 2.41 | |
Day Change | 0.79% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00B8FD4291 | |
Fund Size (Mil) 30/12/2022 | GBP 622.43 | |
Share Class Size (Mil) 13/08/2024 | GBP 35.67 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.04% |
Morningstar Research |
Analyst Report | 25/06/2024 Michael Born, Analyst Morningstar, Inc |
Jupiter UK Smaller Companies is a solid offering in the UK small-cap space, benefitting from a long-tenured manager and a consistent approach. While we retain our positive conviction in the manager, value added through active stock selection has... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Jupiter UK Smaller Companies Fund I GBP Inc |
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 Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Nickols 31/01/2004 | ||
Inception Date 11/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Deutsche Numis SC Ex Invt Com TR GBP | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Smaller Companies Fund I GBP Inc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.04 |
![]() | ![]() | 3.83 |
![]() | ![]() | 3.79 |
![]() | ![]() | 3.65 |
![]() | ![]() | 3.52 |
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Jupiter UK Smaller Companies Fund I GBP Inc |