Jupiter UK Alpha I Acc

Fund

Fund Info

  • Yield History2.92%
  • 3 Year sharpe0.26
  • 3 Year alpha-4.71
  • 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 draw on the best ideas of the UK equity team by investing principally in a well spread portfolio of UK equities. The Manager will pay limited short-term attention to index weightings, except for the purposes of liquidity and will aim to achieve the best risk adjusted return over the life of the economic cycle.