Jupiter UK Mid Cap Fund I GBP Inc

Category UK Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.8712

arrow-down£-0.001 (-0.06%)

Fund Code

OLMRI

B8FC6L9

GB00B8FC6L92

Prices updated as at 02 Apr 2026

Prices in GBP

Investment objective

The objective of the fund is to achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE 250 ex Investment Trust Index over rolling 3 year periods. The Fund invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
31 Mar 15 - 31 Mar 16	7.67	4.22
31 Mar 16 - 31 Mar 17	24.94	14.39
31 Mar 17 - 31 Mar 18	11.39	8.38
31 Mar 18 - 31 Mar 19	-7.93	-0.98
31 Mar 19 - 31 Mar 20	-21.28	-18.39
31 Mar 20 - 31 Mar 21	70.72	49.30
31 Mar 21 - 31 Mar 22	-20.07	-4.48
31 Mar 22 - 31 Mar 23	-23.85	-9.74
31 Mar 23 - 31 Mar 24	9.60	6.93
31 Mar 24 - 31 Mar 25	-3.69	0.45
31 Mar 25 - 31 Mar 26	6.92	8.98

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	-0.06	-0.22
1 Month	-9.17	-8.34
3 Months	-6.53	-4.29
6 Months	-5.50	-4.53
1 Year	8.47	9.06
3 Years annualised	4.44	5.10
5 Years annualised	-7.25	-0.22

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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