LSE - Delayed Quote GBP

Jupiter UK Growth I Acc (0P0000U217.L)

3.3723 -0.0108 (-0.32%)
At close: January 6 at 8:00:00 PM GMT

Fund Summary

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Jupiter UK Growth I Acc

70 Victoria Street
+44 20 3817 1000

Fund Overview

Category --
Fund Family Jupiter Unit Trust Managers Ltd
Net Assets 379.94M
YTD Return 6.74%
Yield 1.29%
Morningstar Rating
Inception Date Sep 19, 2011

Fund Operations

Last Dividend 0.04
Last Cap Gain --
Holdings Turnover 77.07%
Average for Category --

Fees & Expenses

Expense 0P0000U217.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Chris Smith joined Jupiter in June 2020. He is a fund manager in the UK Growth team and is responsible for managing the Jupiter UK Growth Fund. Before joining Jupiter, Chris was a portfolio manager in the equity opportunities team at Newton. He joined Newton in 2010 as a global research analyst and moved to the portfolio management team in 2016, becoming a UK equities portfolio manager in 2017 with lead responsibility for the UK opportunities strategy. Chris graduated from the University of Bath with a Bsc in Business Administration and is a CFA charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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