Jupiter UK Special Situations

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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


arrow-up0.27p (+0.14%)

Fund Code




Prices updated as at 19 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.

Growth of £1,000 as of 19 Oct 2020, 22:10

Trailing returns (%) as of 19 Oct 2020, 22:10

Annual performance (%)

YearThis fundUK Large-Cap Equity

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.141.23
1 Month-0.89-2.57
3 Months-5.73-2.77
6 Months3.039.18
1 Year-22.11-13.68
3 Years annualised-6.71-4.30
5 Years annualised1.242.15
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.