Jupiter UK Special Situations

Select share classes

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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskHigh
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2021

1 year3 years
-1.33-2.91
1.191.21
0.28-0.25
66.3389.62
1.700.39
11.1920.29
6.657.37

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.