Jupiter UK Dynamic Eq L £ Inc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 1.2 | 13.4 | -32.7 | 0.0 | 7.8 | |
+/-Cat | 9.4 | -8.9 | -6.4 | -8.5 | 3.5 | |
+/-Idx | - | - | - | -19.4 | 5.0 | |
Category: UK Mid-Cap Equity | ||||||
Benchmarks: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 17/05/2024 | GBP 4.49 | |
Day Change | 0.13% | |
Morningstar Category™ | UK Mid-Cap Equity | |
ISIN | IE00BLP59322 | |
Fund Size (Mil) 17/05/2024 | GBP 87.33 | |
Share Class Size (Mil) 17/05/2024 | GBP 39.84 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 04/03/2024 | 1.77% |
Investment Objective: Jupiter UK Dynamic Eq L £ Inc |
The investment objective of the Fund is to achieve capital appreciation by taking long and short positions principally in UK equities outside the FTSE 100 Index. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Luke Kerr 30/06/2009 | ||
Inception Date 30/06/2009 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Dynamic Eq L £ Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 5.16 |
Intermediate Capital Group PLC | Financial Services | 5.10 |
Northern Trust Global Sterling D | 4.17 | |
Bellway PLC | Consumer Cyclical | 4.09 |
Melrose Industries PLC | Industrials | 4.01 |
Increase Decrease New since last portfolio | ||
Jupiter UK Dynamic Eq L £ Inc |