LSE - Delayed Quote GBP

Jupiter UK Mid Cap I GBP Acc (0P0000W48W.L)

2.6450
+0.0252
+(0.96%)
At close: May 27 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 5.70%
5y Average Return -0.73%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 27, 2025) 38.38%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 38.38%
Worst 3Y Total Return -13.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000W48W.L
Category
YTD
-0.76%
0.00%
1-Month
3.91%
0.00%
3-Month
-3.26%
0.00%
1-Year
0.55%
0.00%
3-Year
-4.81%
0.00%
5-Year
-0.88%
0.00%
10-Year
1.94%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000W48W.L
Category
2025
--
--
2024
4.87%
--
2023
5.97%
--
2022
-40.11%
--
2021
3.52%
--
2020
10.83%
--
2019
29.78%
--
2018
-21.54%
--

2017
27.99%
--
2016
10.01%
--
2015
24.72%
--
2014
8.14%
--
2013
38.38%
--
2012
30.98%
--
2011
-9.55%
--
2010
27.91%
--
2009
34.23%
--
2008
-30.76%
--
2007
2.47%
--
2006
33.46%
--
2005
32.20%
--
2004
26.84%
--
2003
38.56%
--
2002
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.49% -- -- --
2024 4.02% 1.78% 2.53% -3.39%
2023 0.59% -0.20% -4.21% 10.21%
2022 -20.89% -18.59% -12.10% 5.78%
2021 2.45% 4.46% 1.60% -4.80%
2020 -33.48% 30.05% 7.23% 19.47%
2019 9.62% 3.32% 2.52% 11.77%
2018 -6.57% 9.01% -1.16% -22.07%
2017 7.38% 8.87% 3.80% 5.48%
2016 -5.45% -6.68% 17.53% 6.08%

2015 9.40% 3.85% 1.78% 7.86%
2014 5.09% -7.38% 3.55% 7.31%
2013 15.02% 3.13% 6.48% 9.56%
2012 15.73% -4.37% 10.89% 6.73%
2011 0.44% 3.69% -18.73% 6.86%
2010 9.50% -8.91% 14.38% 12.11%
2009 -2.40% 12.29% 23.07% -0.48%
2008 -5.60% -4.90% -12.54% -11.81%
2007 4.27% 1.83% -1.42% -2.10%
2006 14.22% -3.64% 6.81% 13.54%
2005 2.25% 4.82% 9.72% 12.41%
2004 9.72% 2.41% 1.53% 11.19%
2003 -3.63% 23.69% 10.57% 5.13%
2002 -5.55% -10.30% 0.80% --

Rank in Category (By Total Return)

YTD 19
1-Month 14
3-Month 22
1-Year 65
3-Year 93
5-Year 95

Load Adjusted Returns

1-Year 0.55%
3-Year -4.81%
5-Year -0.88%
10-Year 1.94%

Performance & Risk

YTD Return 5.70%
5y Average Return -0.73%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Jupiter Fund Managers Limited
Net Assets 325.21M
YTD Return -0.76%
Yield 2.04%
Morningstar Rating
Inception Date May 18, 2012

Fund Summary

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