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

Fund Summary

Jupiter UK Mid Cap I GBP Acc

Millennium Bridge House,2 Lambeth Hill
+44 330 024 0785

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 Operations

Last Dividend 0.05
Last Cap Gain --
Holdings Turnover 51.70%
Average for Category --

Fees & Expenses

Expense 0P0000W48W.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

James is an Investment Manager in the UK Small & Mid Cap Equities team. Before joining Jupiter, James worked at Merian Global Investors as a UK equities analyst. Prior to this, he worked at Canaccord, where he was a support services analyst in a team ranked in the top three in the Extel Survey (2013). He began his investment career at Deutsche Bank as a graduate trainee in 2008. James has a BA in economics & management. He is a CFA® charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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.

Related Tickers

RYVLX Rydex NASDAQ-100 2x Strategy A
536.83
+4.72%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
536.65
+4.72%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
376.39
+4.72%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
111.54
+4.69%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
76.43
+4.68%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
68.83
+4.43%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
54.53
+4.42%
 
UMPIX ProFunds UltraMid Cap Fund
60.38
+4.25%
 
UMPSX ProFunds UltraMid Cap Fund
46.42
+4.24%
 
BPTIX Baron Partners Institutional
211.47
+3.80%
 
BPTRX Baron Partners Retail
202.31
+3.79%
 
UPDDX Upright Growth & Income
19.45
+3.79%
 
RYCVX Rydex Dow 2x Strategy H
159.98
+3.60%
 
RYCYX Rydex Dow 2x Strategy C
132.25
+3.60%
 
RYLDX Rydex Dow 2x Strategy A
160.67
+3.59%
 
UDPIX ProFunds Ultra Dow 30 ProFund
75.47
+3.54%
 
PVIVX Paradigm Micro-Cap
46.74
+3.45%
 
FSELX Fidelity Select Semiconductors
30.70
+3.44%
 
FELAX Fidelity Advisor Semiconductors A
79.17
+3.37%
 
FIKGX Fidelity Advisor Semiconductors Z
86.62
+3.37%
 
FELTX Fidelity Advisor Semiconductors M
73.34
+3.35%
 
FELIX Fidelity Advisor Semiconductors I
86.30
+3.35%
 
FELCX Fidelity Advisor Semiconductors C
61.72
+3.35%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
124.10
+3.20%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
124.67
+3.20%
 
RYELX Rydex Electronics A
363.29
+3.19%
 
RYSIX Rydex Electronics Inv
401.25
+3.19%
 
RYSAX Rydex Electronics H
351.78
+3.19%
 
LDVIX AXS FTSE Vntr Cptl RetTrckr I
27.74
+3.08%
 
LDVAX AXS FTSE Vntr Cptl RetTrckr A
27.18
+3.07%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
21.59
+3.05%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
22.78
+3.03%
 
MMEYX Victory Integrity Discovery Y
44.91
+2.86%
 
FSPTX Fidelity Select Technology
35.01
+2.85%
 
MMMMX Victory Integrity Discovery Member
39.23
+2.83%
 
FATIX Fidelity Advisor Technology Fund
132.84
+2.80%
 
FIKHX Fidelity Advisor Technology Z
132.85
+2.80%
 
FTHCX Fidelity Advisor Technology C
82.26
+2.80%
 
FADTX Fidelity Advisor Technology A
116.47
+2.80%
 
FATEX Fidelity Advisor Technology Fund
104.75
+2.80%
 
ALZFX Alger Focus Equity Z
88.14
+2.75%
 
SNWAX Easterly Snow Small Cap Value A
57.26
+2.75%
 
SNWIX Easterly Snow Small Cap Value I
59.17
+2.74%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
59.17
+2.74%
 
ALGRX Alger Focus Equity I
85.09
+2.74%
 
ALGYX Alger Focus Equity Y
88.49
+2.74%
 
ALAFX Alger Focus Equity A
84.37
+2.74%
 
QSMNX AQR Small Cap Multi-Style N
16.88
+2.74%
 
QSMLX AQR Small Cap Multi-Style I
16.90
+2.74%
 
QSERX AQR Small Cap Multi-Style R6
16.94
+2.73%
 
ALCFX Alger Focus Equity C
75.37
+2.73%
 
MCMVX Monongahela All Cap Value Fund
19.65
+2.72%
 
WIREX Wireless
18.62
+2.70%
 
INPIX ProFunds Internet UltraSector Inv
56.73
+2.68%
 
HWSZX Hotchkis & Wiley Small Cap Value Z
69.17
+2.67%
 
NEAGX Needham Aggressive Growth Retail
47.35
+2.67%
 
AXVIX Acclivity Small Cap Value I
16.94
+2.67%
 
INPSX ProFunds Internet UltraSector Svc
35.96
+2.65%
 
NEAIX Needham Aggressive Growth Institutional
50.09
+2.64%
 
FBGKX Fidelity Blue Chip Growth Fund
221.25
+2.64%
 
FBGRX Fidelity Blue Chip Growth Fund
219.94
+2.64%
 
FBCJX Fidelity Advisor Blue Chip Grow
219.57
+2.64%
 
FBCCX Fidelity Advisor Blue Chip Growth A
219.22
+2.64%
 
FBCKX Fidelity Advisor Blue Chip Grow
219.64
+2.64%
 
AXVNX Acclivity Small Cap Value N
17.14
+2.63%
 
BRSVX Bridgeway Small-Cap Value
34.29
+2.63%
 
FBCHX Fidelity Advisor Blue Chip Grow
218.25
+2.63%
 
FBCEX Fidelity Advisor Blue Chip Grow
219.04
+2.63%
 
WBVRX William Blair Small Cap Value R6
27.35
+2.63%
 
WBVNX William Blair Small Cap Value N
27.37
+2.62%
 
UBVVX Undiscovered Managers Behavioral Value Fund
80.61
+2.62%
 
UBVSX Undiscovered Managers Behavioral Value Fund Class I
80.28
+2.62%
 
UBVLX Undiscovered Managers Behavioral Value Fund
80.72
+2.62%
 
UBVUX Undiscovered Managers Behavioral Value Fund
79.96
+2.62%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
76.55
+2.61%
 
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
80.92
+2.61%
 
UBVCX Undiscovered Managers Behavioral Value Fund Class C
71.50
+2.61%
 
DSCPX Davenport Small Cap Focus Fund
16.11
+2.61%
 
UBVAX Undiscovered Managers Behavioral Value Fund
77.80
+2.61%
 
ASMNX AQR Small Cap Momentum Style N
18.87
+2.61%
 
UBVTX Undiscovered Managers Behavioral Value Fund
76.75
+2.61%
 
ACFOX American Century Focused Dynamic Gr Inv
68.97
+2.60%
 
ACFDX American Century Focused Dynamic Gr A
67.14
+2.60%
 
ACFSX American Century Focused Dynamic Gr I
70.33
+2.60%
 
LGRRX Loomis Sayles Growth Fund
26.74
+2.57%
 
ASLDX American Century Select Fund G Class
126.92
+2.57%
 
QSMRX AQR Small Cap Momentum Style R6
18.76
+2.57%
 
CGTDX Columbia Global Technology Growth S
92.01
+2.56%
 
CMTFX Columbia Global Technology Growth Inst
92.01
+2.56%
 
CGTUX Columbia Global Technology Growth Inst3
94.87
+2.56%
 
ASMOX AQR Small Cap Momentum Style I
18.87
+2.55%
 
CTHCX Columbia Global Technology Growth C
73.48
+2.55%
 
CTHRX Columbia Global Technology Growth Inst2
94.37
+2.55%
 
VSTCX Vanguard Strategic Small-Cap Equity Inv
37.76
+2.55%
 
LGRNX Loomis Sayles Growth Fund
30.13
+2.55%
 
CTCAX Columbia Global Technology Growth A
86.83
+2.55%
 
FTRNX Fidelity Trend
175.67
+2.54%
 
LGRCX Loomis Sayles Growth Fund
21.82
+2.54%
 
LSGRX Loomis Sayles Growth Y
30.01
+2.53%
 
NWADX Nationwide Loomis All Cap Gr Eagle
19.53
+2.52%