Jupiter UK Special Situations

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Jupiter UK Special Situations I Acc

A Select 50 Fund - Fidelity insight
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

284.29p

arrow-up1.63p (+0.58%)

Fund Code

JUUKA

B4KL9F8

GB00B4KL9F89

Prices updated as at 14 Jan 2022
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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 16 Jan 2022, 21:01

Trailing returns (%) as of 16 Jan 2022, 21:01

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Dec 11 - 31 Dec 1217.9513.54
31 Dec 12 - 31 Dec 1329.2623.58
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

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.58-0.13
1 Month7.032.86
3 Months7.023.59
6 Months6.444.90
1 Year20.4514.68
3 Years annualised7.047.61
5 Years annualised4.504.76
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.