LSE - Delayed Quote GBP
Jupiter UK Dynamic Equity I Acc (0P0000K9EK.L)
3.6329
+0.0361
+(1.00%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.84% |
| 5y Average Return | 13.92% |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 29.26% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 29.26% |
| Worst 3Y Total Return | -2.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000K9EK.L
Category
- YTD
- 2.61%
- 0.00%
- 1-Month
- -2.10%
- 0.00%
- 3-Month
- 2.61%
- 0.00%
- 1-Year
- 9.23%
- 0.00%
- 3-Year
- 8.63%
- 0.00%
- 5-Year
- 14.24%
- 0.00%
- 10-Year
- 6.53%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000K9EK.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.61% | -- | -- | -- |
| 2024 | 2.38% | 2.60% | 3.38% | 0.36% |
| 2023 | 7.09% | -3.30% | 4.58% | 3.18% |
| 2022 | 3.04% | 0.17% | -6.96% | 10.07% |
| 2021 | 12.69% | 4.28% | 0.26% | 2.01% |
| 2020 | -29.58% | 10.47% | -6.46% | 18.62% |
| 2019 | 4.58% | 1.10% | 3.78% | 6.01% |
| 2018 | -5.69% | 9.62% | -1.33% | -9.15% |
| 2017 | 5.30% | 0.32% | 0.78% | 2.59% |
| 2016 | 0.59% | 1.14% | 11.84% | 7.61% |
| 2015 | 5.09% | -1.43% | -6.02% | 2.90% |
| 2014 | -0.34% | 2.54% | -0.90% | 2.41% |
| 2013 | 12.40% | 1.85% | 4.43% | 8.11% |
| 2012 | 7.00% | 0.18% | 6.35% | 3.47% |
| 2011 | 1.73% | 2.01% | -7.57% | 6.72% |
| 2010 | 6.54% | -8.86% | 12.67% | 4.47% |
| 2009 | -9.58% | 10.69% | 23.07% | 1.95% |
| 2008 | -8.70% | -0.96% | -6.68% | -5.45% |
| 2007 | 3.16% | 4.24% | -1.99% | -0.48% |
| 2006 | 13.96% | -5.37% | 4.44% | 8.24% |
| 2005 | 6.61% | -4.01% | 8.13% | 2.16% |
| 2004 | 6.96% | -2.02% | -1.37% | 6.70% |
| 2003 | -7.90% | 21.11% | 10.44% | 4.84% |
| 2002 | -3.57% | -9.70% | -22.74% | 1.27% |
| 2001 | -15.94% | 4.24% | -29.85% | 18.92% |
| 2000 | 13.77% | -5.01% | 0.56% | -5.37% |
| 1999 | 14.01% | 4.26% | 0.22% | 26.66% |
| 1998 | 18.73% | 1.08% | -21.89% | 8.82% |
| 1997 | 5.23% | -0.51% | 7.84% | 4.95% |
| 1996 | 7.62% | 11.63% | -- | -- |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 30 |
| 3-Month | 69 |
| 1-Year | 57 |
| 3-Year | 5 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 9.23% |
| 3-Year | 8.63% |
| 5-Year | 14.24% |
| 10-Year | 6.53% |
Performance & Risk
| YTD Return | 3.84% |
| 5y Average Return | 13.92% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Jupiter Unit Trust Managers Ltd |
| Net Assets | 915.19M |
| YTD Return | 2.61% |
| Yield | 3.54% |
| Morningstar Rating | |
| Inception Date | Jun 15, 2009 |
Fund Summary
Fund Summary Information Not Available
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