Jupiter UK Smaller Companies Fd I

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.16%
  • 3 Year sharpe0.08
  • 3 Year alpha7.58
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Plus AIM Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.99%
  • IA SectorUK Smaller Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B3LRRF45

Investment Strategy

The Fund aims to provide a return, net of fees, higher than that provided by the Numis Smaller Companies plus AIM (Excluding Investment Companies) Index over the long term (at least five years). At least 70% of the Fund is invested in shares of smaller companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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