Jupiter UK Special Situations I Acc
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
328.67p
2.31p (+0.71%)
Fund Code
JUUKA
B4KL9F8
GB00B4KL9F89
Prices updated as at 28 Mar 2024
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.
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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 29 Mar 2024, 08:03
Trailing returns (%) as of 29 Mar 2024, 08:03
Annual performance (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
31 Dec 13 - 31 Dec 14 | 3.71 | 1.00 |
31 Dec 14 - 31 Dec 15 | 0.18 | 2.43 |
31 Dec 15 - 31 Dec 16 | 22.44 | 13.11 |
31 Dec 16 - 31 Dec 17 | 9.21 | 11.63 |
31 Dec 17 - 31 Dec 18 | -7.33 | -9.82 |
31 Dec 18 - 31 Dec 19 | 16.33 | 19.35 |
31 Dec 19 - 31 Dec 20 | -13.69 | -9.10 |
31 Dec 20 - 31 Dec 21 | 20.18 | 17.97 |
31 Dec 21 - 31 Dec 22 | 5.71 | -2.07 |
31 Dec 22 - 31 Dec 23 | 11.75 | 8.21 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | 0.71 | 0.42 |
1 Month | 4.95 | 4.41 |
3 Months | 2.56 | 3.40 |
6 Months | 6.87 | 7.66 |
1 Year | 10.06 | 10.50 |
3 Years annualised | 9.23 | 6.97 |
5 Years annualised | 7.02 | 5.06 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.