Jupiter UK Alpha Fund P GBP AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -9.0 | 15.9 | -1.8 | 6.5 | 1.9 | |
+/-Cat | 0.1 | -2.0 | 0.3 | -1.7 | -5.1 | |
+/-B’mrk | - | - | - | -1.1 | -5.4 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 26/07/2024 | GBP 1.23 | |
Day Change | 2.61% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BJFD7T43 | |
Fund Size (Mil) 30/12/2022 | GBP 639.58 | |
Share Class Size (Mil) 26/07/2024 | GBP 3.60 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 16/02/2024 | 1.10% |
Morningstar Research |
Analyst Report | 11/07/2024 Michael Born, Analyst Morningstar, Inc |
Jupiter UK Alpha's experienced lead manager and proven approach continue to support a Morningstar Analyst Rating of Silver for the I GBP clean share class. Ratings on the other share classes range from Bronze to Silver, depending on fees Richard... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Alpha Fund P GBP Acc |
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 All-Share Index over rolling 3 year periods. The fund primarily invests (at least 70%) in a portfolio of UK equities. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ed Meier 01/09/2023 | ||
Errol Francis 01/09/2023 | ||
Inception Date 28/06/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Alpha Fund P GBP Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 5.58 |
Lloyds Banking Group PLC | Financial Services | 4.98 |
Drax Group PLC | Utilities | 4.96 |
Glencore PLC | Basic Materials | 4.93 |
Darktrace PLC | Technology | 4.85 |
Increase Decrease New since last portfolio | ||
Jupiter UK Alpha Fund P GBP Acc |