Jupiter UK Multi Cap Income Fund Class W GBP IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -12.9 | 28.1 | 2.3 | 3.5 | 13.0 |
![]() | +/-Cat | -0.4 | 10.3 | 5.7 | -3.2 | 1.9 |
![]() | +/-B’mrk | - | - | - | -4.1 | 2.3 |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 1048.24 | |
Day Change | 0.85% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB00BRC7L374 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 14/08/2024 | GBP 292.82 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Jupiter UK Multi Cap Income Fund Class W GBP Income |
To provide income and achieve capital appreciation. The fund invests at least 70% of its assets in UK equities, including ordinary shares and preference shares, without restrictions either by company, size or industry. UK equities are shares of companies that are domiciled, incorporated or have a significant portion of their business in the UK. This condition must be met in addition to the investments being listed on a stock exchange in the UK. The fund may invest in small, medium and large companies. The fund’s exposure to UK equities will be higher than 70% where the Investment Manager believes UK equities offer better return prospects than other asset classes or other geographies. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Adrian Gosden 12/07/2024 | ||
Inception Date 12/07/2024 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE All Share TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Jupiter UK Multi Cap Income Fund Class W GBP Income | - |
|
|
Top 5 Holdings | Sector | % |
No Data Available | ||
![]() | ||
![]() ![]() ![]() | ||
Jupiter UK Multi Cap Income Fund Class W GBP Income |