Jupiter UK Smaller Companies Equity Fund I Acc
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
368.21p
0.09p (+0.02%)
Fund Code
JUKSA
B3LRRF4
GB00B3LRRF45
Prices updated as at 25 Apr 2024
Prices in GBX
Investment objective
To provide a return, net of fees, higher than that provided by the Numis Smaller Companies plus AIM (Excluding Investment Companies) Index over the long term (at least five years). At least 70% of the Fund is invested in shares of smaller 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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Matthew Cable |
| 373.43 | |
| 305.82 | |
| Fund comparative index | Deutsche Numis SC Pl AIM ExIvt Cm TR GBP |
| UK Smaller Companies | |
| - | |
| 1.05 | |
| 0.12 | |
| 0.00 | |
| UK Small-Cap Equity | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 17 Sep 2012 |
| £97.53m | |
| - | |
| 1.52 | |
| - | |
| 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.
