Jupiter UK Smaller Companies Equity Fund L Acc

Category UK Small-Cap Equity


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Last buy/sell price

333.23p

arrow-up3.06p (+0.93%)

Fund Code

0491187

GB0004911870

Prices updated as at 28 Mar 2024
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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.

Fund statusOpen
Fund typeUnit Trust
Fund managerMatthew Cable
344.31
281.34
Fund comparative indexDeutsche Numis SC Pl AIM ExIvt Cm TR GBP
UK Smaller Companies
-
1.80
0.12
-
UK Small-Cap Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date09 Feb 1999
£96.53m
-
-
-
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.

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.