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Jupiter UK Specialist Equity Fund (0P00017Y8P.L)

17.55 +0.01 (+0.09%)
As of January 7 at 8:00:00 PM GMT. Market Open.
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DELL
  • Previous Close 17.53
  • YTD Return 13.97%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets --
  • Beta (5Y Monthly) 0.19
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date Apr 28, 2016

Jupiter Asset Management (Europe) Limited

Fund Family

--

Fund Category

--

Net Assets

2016-04-28

Inception Date

Performance Overview: 0P00017Y8P.L

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Trailing returns as of 1/7/2025.

YTD Return

0P00017Y8P.L
13.97%
Category
0.00%
 

1-Year Return

0P00017Y8P.L
13.64%
Category
0.00%
 

3-Year Return

0P00017Y8P.L
3.54%
Category
0.00%
 

5-Year Return

0P00017Y8P.L
5.75%
Category
0.00%
 

Holdings: 0P00017Y8P.L

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Top 8 Holdings (31.24% of Total Assets)

SymbolCompany% Assets
COA.L
Coats Group plc 4.33%
BWY.L
Bellway p.l.c. 4.32%
JTC.L
JTC PLC 4.12%
GAW.L
Games Workshop Group PLC 4.06%
JET2.L
Jet2 plc 3.65%
TEP.L
Telecom Plus Plc 3.65%
HFG.L
Hilton Food Group plc 3.56%
TW.L
Taylor Wimpey plc 3.55%

Sector Weightings

Sector0P00017Y8P.L
Industrials   23.87%
Technology   8.18%
Real Estate   4.53%
Utilities   3.60%
Energy   1.41%
Healthcare   0.00%

Recent News: 0P00017Y8P.L

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Research Reports: 0P00017Y8P.L

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