LSE - Delayed Quote GBP

Jupiter UK Alpha Fund (IRL) I GBP Inc (0P00012E8O.L)

11.69
+0.09
+(0.76%)
At close: January 22 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 4.03%
5y Average Return 3.53%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Jan 22, 2025) 22.89%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 22.89%
Worst 3Y Total Return -0.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00012E8O.L
Category
YTD
3.49%
0.00%
1-Month
-2.05%
0.00%
3-Month
-2.63%
0.00%
1-Year
3.49%
0.00%
3-Year
2.67%
0.00%
5-Year
2.74%
0.00%
10-Year
4.51%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00012E8O.L
Category
2024
3.49%
--
2023
6.39%
--
2022
-1.71%
--
2021
15.49%
--
2020
-8.41%
--
2019
22.89%
--
2018
-11.53%
--
2017
13.83%
--

2016
13.01%
--
2015
-2.95%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.86% 1.24% 4.09% -2.63%
2023 3.78% 0.92% -1.45% 3.07%
2022 -1.03% -8.61% -4.21% 13.45%
2021 7.95% 2.87% 3.56% 0.43%
2020 -30.10% 12.04% -2.12% 19.48%
2019 10.15% 3.98% 0.87% 6.38%
2018 -6.47% 8.29% -0.70% -12.03%
2017 3.16% 2.18% 2.88% 4.96%
2016 -3.19% -2.35% 12.20% 6.54%
2015 4.52% -1.68% -10.09% 5.04%

2014 0.44% 2.05% -- --

Rank in Category (By Total Return)

YTD 96
1-Month 86
3-Month 89
1-Year 96
3-Year 80
5-Year 82

Load Adjusted Returns

1-Year 3.49%
3-Year 2.67%
5-Year 2.74%
10-Year 4.51%

Performance & Risk

YTD Return 4.03%
5y Average Return 3.53%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Jupiter Asset Management (Europe) Limited
Net Assets --
YTD Return 3.49%
Yield 3.15%
Morningstar Rating
Inception Date Apr 14, 2014

Fund Summary

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