Jupiter UK Smaller Companies Fd I

Fund

Fund Info

  • Yield History0.64%
  • 3 Year sharpe1.63
  • 3 Year alpha15.19
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.01%
  • SectorUK Smaller Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B3LRRF45

Investment Strategy

The fund seeks to achieve long term capital growth by investing primarily in UK Smaller Companies. To obtain the objective by investing in high quality smaller companies which the Manager believes to have significant growth potential over the medium to long term. Particular care is taken over stock selection and the Manager places a strong emphasis on the quality of a company’s management.