Jupiter UK Dynamic Equity Fund I (EUR) Hedged AccRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.4 | -0.4 | -25.6 | -5.8 | 9.8 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/09/2024 | EUR 4.52 | |
Day Change | 0.55% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BLP59439 | |
Fund Size (Mil) 16/09/2024 | GBP 77.17 | |
Share Class Size (Mil) 16/09/2024 | EUR 0.21 | |
Max Initial Charge | - | |
Ongoing Charge 01/06/2023 | 1.19% |
Investment Objective: Jupiter UK Dynamic Equity Fund I (EUR) Hedged Acc |
The investment objective of the Fund is to achieve capital appreciation by taking long and short positions principally in UK equities outside the FTSE 100 Index. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Luke Kerr 30/06/2009 | ||
Inception Date 30/06/2009 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Jupiter UK Dynamic Equity Fund I (EUR) Hedged Acc | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
Bellway PLC | Consumer Cyclical | 4.36 |
Northern Trust Global Sterling D | 3.95 | |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 3.50 |
JTC PLC Ordinary Shares | Financial Services | 3.49 |
Taylor Wimpey PLC | Consumer Cyclical | 3.45 |
Increase Decrease New since last portfolio | ||
Jupiter UK Dynamic Equity Fund I (EUR) Hedged Acc |