Jupiter UK Special Situations Fund

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Jupiter UK Special Situations I Acc

Category UK Large-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

328.67p

arrow-up2.31p (+0.71%)

Fund Code

JUUKA

B4KL9F8

GB00B4KL9F89

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of 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.

Growth of 1,000 as of 29 Mar 2024, 08:03

Trailing returns (%) as of 29 Mar 2024, 08:03

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Dec 13 - 31 Dec 143.711.00
31 Dec 14 - 31 Dec 150.182.43
31 Dec 15 - 31 Dec 1622.4413.11
31 Dec 16 - 31 Dec 179.2111.63
31 Dec 17 - 31 Dec 18-7.33-9.82
31 Dec 18 - 31 Dec 1916.3319.35
31 Dec 19 - 31 Dec 20-13.69-9.10
31 Dec 20 - 31 Dec 2120.1817.97
31 Dec 21 - 31 Dec 225.71-2.07
31 Dec 22 - 31 Dec 2311.758.21

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.710.42
1 Month4.954.41
3 Months2.563.40
6 Months6.877.66
1 Year10.0610.50
3 Years annualised9.236.97
5 Years annualised7.025.06
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.