Jupiter UK Growth Fund J IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -27.1 | 17.9 | -6.6 | 10.1 | 5.3 |
![]() | +/-Cat | -18.0 | -0.1 | -4.5 | 1.8 | -4.8 |
![]() | +/-B’mrk | - | - | - | 2.4 | -5.4 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 2.75 | |
Day Change | 1.04% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BJJQ5W85 | |
Fund Size (Mil) 17/07/2024 | GBP 381.99 | |
Share Class Size (Mil) 13/08/2024 | GBP 6.79 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.34% |
Investment Objective: Jupiter UK Growth Fund J Inc |
To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open- ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Smith 01/07/2020 | ||
Inception Date 29/05/2020 |
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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 Growth Fund J Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.34 |
![]() | ![]() | 6.40 |
![]() | ![]() | 5.55 |
![]() | ![]() | 5.03 |
![]() | ![]() | 4.62 |
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Jupiter UK Growth Fund J Inc |