Jupiter UK Alpha I Acc

Fund

Fund Info

  • Yield History3.05%
  • 3 Year sharpe0.42
  • 3 Year alpha-3.95
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.82%
  • SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B457WC97

Investment Strategy

The aim of the Fund is to provide long term capital growth from investment principally in the UK market. The Fund will investing principally in a well spread portfolio of UK equities providing exposure to the best ideas of members of our UK equity team. The Manager will pay limited short term attention to index weightings, except for the purposes of liquidity, but will aim to achieve the best risk adjusted return over the life of the economic cycle.