Jupiter UK Alpha Fund (IRL) I GBP IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.4 | 15.5 | -1.7 | 6.4 | 2.1 |
![]() | +/-Cat | 0.7 | -2.5 | 0.4 | -1.8 | -4.9 |
![]() | +/-B’mrk | - | - | - | -1.2 | -5.2 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 11.48 | |
Day Change | -0.30% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BK0SMV86 | |
Fund Size (Mil) 15/07/2024 | GBP 25.20 | |
Share Class Size (Mil) 15/07/2024 | GBP 6.64 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.11% |
Morningstar Research |
Analyst Report | 31/05/2024 Morningstar Manager Research, Morningstar, Inc |
Merian UK Alpha (IRL)’s experienced lead manager, together with a proven approach continue to make it an appealing UK large cap option. Our positive view on the investment team and approach has not changed. However, under our enhanced ratings... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Alpha Fund (IRL) I GBP Inc |
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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Ed Meier 01/09/2023 | ||
Errol Francis 01/09/2023 | ||
Inception Date 17/06/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Jupiter UK Alpha Fund (IRL) I GBP Inc | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 5.52 |
![]() | ![]() | 5.02 |
![]() | ![]() | 4.95 |
![]() | ![]() | 4.93 |
![]() | ![]() | 4.87 |
![]() | ||
![]() ![]() ![]() | ||
Jupiter UK Alpha Fund (IRL) I GBP Inc |