Jupiter UK Alpha I GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.76%
  • 3 Year sharpe0.23
  • 3 Year alpha1.37
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00BFYN3R70

Investment Strategy

Jupiter UK Alpha fund aim to deliver a return, net of fees, greater than that of the FTSE All-Share Index over rolling 3 year periods. The Fund invests primarily (at least 70%) in UK company shares and similar investments. The Fund may use derivatives (i.e. financial contracts whose value is linked to the expected price movements of an underlying investment) with the aim of reducing the overall costs and/or risks of the Fund. The Fund is actively managed.

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