Jupiter UK Alpha Fund (IRL)L (USD) Hedged AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -10.3 | 16.0 | 11.5 | 0.3 | 2.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 15/07/2024 | USD 16.66 | |
Day Change | -0.26% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BK0SN489 | |
Fund Size (Mil) 15/07/2024 | GBP 25.20 | |
Share Class Size (Mil) 15/07/2024 | USD 0.35 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 08/07/2022 | 1.91% |
Investment Objective: Jupiter UK Alpha Fund (IRL)L (USD) Hedged Acc |
The objective of the fund is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ed Meier 01/09/2023 | ||
Errol Francis 01/09/2023 | ||
Inception Date 22/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Alpha Fund (IRL)L (USD) Hedged Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.52 |
![]() | ![]() | 5.02 |
![]() | ![]() | 4.95 |
![]() | ![]() | 4.93 |
![]() | ![]() | 4.87 |
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Jupiter UK Alpha Fund (IRL)L (USD) Hedged Acc |