Jupiter UK Mid Cap L GBP Acc
Category UK Mid-Cap Equity
Last buy/sell price
£3.8513
£0.045 (+1.17%)
Fund Code
B1XG799
GB00B1XG7999
Prices updated as at 22 May 2026
Prices in GBP
Investment objective
The objective of the fund is 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 250 ex Investment Trust Index over rolling 3 year periods. The Fund invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Mid-Cap Equity |
|---|---|---|
| 31 Mar 15 - 31 Mar 16 | 6.92 | 4.22 |
| 31 Mar 16 - 31 Mar 17 | 24.00 | 14.39 |
| 31 Mar 17 - 31 Mar 18 | 10.55 | 8.38 |
| 31 Mar 18 - 31 Mar 19 | -8.64 | -0.98 |
| 31 Mar 19 - 31 Mar 20 | -21.86 | -18.39 |
| 31 Mar 20 - 31 Mar 21 | 69.45 | 49.30 |
| 31 Mar 21 - 31 Mar 22 | -20.67 | -4.48 |
| 31 Mar 22 - 31 Mar 23 | -24.42 | -9.74 |
| 31 Mar 23 - 31 Mar 24 | 8.78 | 6.93 |
| 31 Mar 24 - 31 Mar 25 | -4.43 | 0.45 |
| 31 Mar 25 - 31 Mar 26 | 6.12 | 8.98 |
Trailing returns (%)
| Year | This fund | UK Mid-Cap Equity |
|---|---|---|
| 1 Day | 1.17 | 1.12 |
| 1 Month | -1.89 | 0.14 |
| 3 Months | -4.82 | -1.26 |
| 6 Months | 1.41 | 7.75 |
| 1 Year | 3.23 | 9.50 |
| 3 Years annualised | 4.60 | 7.12 |
| 5 Years annualised | -7.29 | 0.64 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.