Jupiter UK Opportunities I GBP Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.22
  • 3 Year alpha0.57
  • Distribution Typeaccumulation
  • BenchmarkBank of England Base Rate
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorTargeted Absolute Return
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00BBQ2T214

Investment Strategy

To deliver an absolute return (above zero performance, irrespective of market conditions) over rolling 3 year periods. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, in excess of the Bank of England Base Rate over rolling 3 years. The fund will obtain exposure, either directly or through derivatives, primarily (at least 70%) to UK equities and convertible bonds.

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