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

196.09p

arrow-up3.09p (+1.60%)

Fund Code

JUUKA

B4KL9F8

GB00B4KL9F89

Prices updated as at 23 Oct 2020
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
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 riskAverage
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Risk measurement

Higher risk
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

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

Risk measures as of 30 Sep 2020

1 year3 years
-4.81-3.51
1.131.06
-0.98-0.70
93.8489.42
-0.99-0.39
23.5116.39
6.395.40

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.