Jupiter UK Smaller Companies Fund L GBP AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.6 | 13.7 | -34.4 | -2.3 | 8.8 | |
+/-Cat | -0.7 | -9.1 | -10.3 | -2.1 | 2.1 | |
+/-B’mrk | - | - | - | -9.2 | 4.0 | |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 20/11/2024 | GBP 4.81 | |
Day Change | -0.40% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00B1XG7C26 | |
Fund Size (Mil) 31/10/2024 | GBP 379.69 | |
Share Class Size (Mil) 20/11/2024 | GBP 44.01 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 16/02/2024 | 1.91% |
Morningstar Research |
Analyst Report | 25/06/2024 Michael Born, Analyst Morningstar, Inc |
Jupiter UK Smaller Companies is a solid offering in the UK small-cap space, benefitting from a long-tenured manager and a consistent approach. While we retain our positive conviction in the manager, value added through active stock selection has... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Jupiter UK Smaller Companies Fund L 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 Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Matthew Cable 01/07/2024 | ||
Tim Service 01/07/2024 | ||
Inception Date 09/02/2001 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Deutsche Numis SC Ex Invt Com TR GBP | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Smaller Companies Fund L GBP Acc | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Morgan Sindall Group PLC | Industrials | 4.03 |
Gamma Communications PLC | Communication Services | 3.97 |
JTC PLC Ordinary Shares | Financial Services | 3.87 |
Telecom Plus PLC | Utilities | 3.82 |
Oxford Instruments PLC | Technology | 3.53 |
Increase Decrease New since last portfolio | ||
Jupiter UK Smaller Companies Fund L GBP Acc |