Jupiter UK Alpha Fund

Select share classes

Jupiter UK Alpha Fund I GBP Inc

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

£1.339

arrow-up£0.008 (+0.64%)

Fund Code

MEURI

BFYN3S8

GB00BFYN3S87

Prices updated as at 29 Apr 2024
|
Prices in GBP

Investment objective
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 All-Share Index over rolling 3 year periods. The fund primarily invests (at least 70%) in a portfolio of UK equities. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK.

Annual charges

Product charges
0.85
0.03
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 29 Feb 2024pdf
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Jul 2023pdf
Annual Short Report 31 Jul 2023pdf
Interim Short Report 31 Jul 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.