Jupiter UK Sml Coms Focus I GBP Inc |
Performance History | 31/03/2024 |
Growth of 1,000 (EUR) |
Fund | 5.6 | 16.6 | -42.4 | 1.9 | 2.9 | |
+/-Cat | 4.0 | -14.3 | -14.3 | -0.2 | 0.3 | |
+/-Idx | - | - | - | -7.5 | 0.9 | |
Category: UK Small-Cap Equity | ||||||
Benchmarks: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 19/04/2024 | GBP 2.26 | |
Day Change | -0.59% | |
Morningstar Category™ | UK Small-Cap Equity | |
ISIN | IE00BLP58G83 | |
Fund Size (Mil) 19/04/2024 | GBP 35.45 | |
Share Class Size (Mil) 19/04/2024 | GBP 19.75 | |
Max Initial Charge | - | |
Ongoing Charge 04/03/2024 | 1.05% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
David Cameron-Mowat took over as lead manager of Jupiter UK Smaller Companies Focus in mid-2021. Although his portfolio management experience is limited, he benefits from the backing of a strong team, and he is well versed in the team-wide... | |
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Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Sml Coms Focus I GBP Inc |
The Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Cameron-Mowat 04/05/2021 | ||
Inception Date 30/05/2014 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Numis Smaller Companies Index ex IC | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Sml Coms Focus I GBP Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
JTC PLC Ordinary Shares | Financial Services | 4.41 |
Oxford Instruments PLC | Technology | 3.90 |
Gamma Communications PLC | Communication Services | 3.83 |
Vesuvius PLC | Basic Materials | 3.43 |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 3.34 |
Increase Decrease New since last portfolio | ||
Jupiter UK Sml Coms Focus I GBP Inc |