Jupiter UK Alpha U2 GBP Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.92%
  • 3 Year sharpe0.31
  • 3 Year alpha1.56
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.70%
  • IA SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00BFYN3X31

Investment Strategy

Jupiter UK Alpha fund aim to achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE All-Share Index over rolling 3 year periods. The fund primarily invests (at least 70%) in a portfolio of UK equities. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK.

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