Jupiter UK Smaller Companies Fund L GBP Acc

Category UK Small-Cap Equity

Last buy/sell price

£4.5611

arrow-up£0.02 (+0.45%)

Fund Code

B1XG7C2

GB00B1XG7C26

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

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 Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Annual performance (%)

Year	This fund	UK Small-Cap Equity
30 Sep 14 - 30 Sep 15	15.02	12.39
30 Sep 15 - 30 Sep 16	13.45	7.33
30 Sep 16 - 30 Sep 17	33.09	24.87
30 Sep 17 - 30 Sep 18	8.39	9.57
30 Sep 18 - 30 Sep 19	-10.58	-6.87
30 Sep 19 - 30 Sep 20	5.94	-0.12
30 Sep 20 - 30 Sep 21	34.23	50.40
30 Sep 21 - 30 Sep 22	-39.72	-30.58
30 Sep 22 - 30 Sep 23	-2.93	1.86
30 Sep 23 - 30 Sep 24	17.55	14.57
30 Sep 24 - 30 Sep 25	-4.13	2.71

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	0.45	0.24
1 Month	-1.23	-1.38
3 Months	-0.37	-0.78
6 Months	-3.71	0.27
1 Year	-7.37	1.29
3 Years annualised	0.00	3.15
5 Years annualised	-4.49	1.65

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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