Jupiter UK Mid Cap L GBP Acc

Category UK Mid-Cap Equity


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Last buy/sell price

£3.8513

arrow-up£0.045 (+1.17%)

Fund Code

B1XG799

GB00B1XG7999

Prices updated as at 22 May 2026
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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.

Annual performance (%)

YearThis fundUK Mid-Cap Equity
31 Mar 15 - 31 Mar 166.924.22
31 Mar 16 - 31 Mar 1724.0014.39
31 Mar 17 - 31 Mar 1810.558.38
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 2169.4549.30
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 248.786.93
31 Mar 24 - 31 Mar 25-4.430.45
31 Mar 25 - 31 Mar 266.128.98

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day1.171.12
1 Month-1.890.14
3 Months-4.82-1.26
6 Months1.417.75
1 Year3.239.50
3 Years annualised4.607.12
5 Years annualised-7.290.64
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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