Jupiter UK Special Situations

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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

196.25p

arrow-up0.16p (+0.08%)

Fund Code

JUUKA

B4KL9F8

GB00B4KL9F89

Prices updated as at 26 Oct 2020
|
Prices in GBX

Investment objective
The Fund aims 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerBen Whitmore
265.46
164.99
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
0.76
0.29
0.00
UK Large-Cap Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date15 Jun 2009
£1.55b
Distribution yield (%)-
Historic yield (%)2.90
Underlying yield (%)-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.