Jupiter UK Alpha Fund I Class Acc


Buy Price (as of 30/09/2016) £143.1914  Sell Price (as of 30/09/2016) £142.1548   Day Change :  -1.05%     Fund Code:  JUUAA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Chris Watt was appointed Fund Manager of the Jupiter Environmental Income Fund in January 2007. Chris joined Jupiter in 1999 as a Client Services Executive and became an Assistant Fund Manager in 2000. For most of his career at Jupiter, Chris has worked as an Assistant Fund Manager on the UK equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment. Chris is also Deputy Fund Manager of the Jupiter UK Alpha Fund, where he works closely with the key fund managers on the UK equity desk. Chris gained both an MSc Cert in Investment & Finance and a degree in Geography from Aberdeen University.
Investment HouseJupiter
Fund ProviderJupiter Unit Trust Managers Ltd
ManagerChris Watt   Biography

Fund Objective To provide long-term capital growth from investment principally in the UK market. To achieve that objective by investing principally in a well spread portfolio of UK equities providing exposure to the best ideas of members of our UK equity team. The Manager will pay limited short-term attention to index weightings, except for the purposes of liquidity, but will aim to achieve the best risk adjusted return over the life of the economic cycle.

Key Statistics

Fund Status
Fund TypeUNIT TRUST
ISINGB00B457WC97
12-Month NAV High -
12-Month NAV Low -
Fund Comparative IndexFTSE All Share TR GBP
Morningstar CategoryTMUK Large-Cap Blend Equity
Dividend FrequencyTwice Yearly
Historic Yield2.70%

Annual Charges

Morningstar ratings

 as of  31/08/2016
Overall4 star
3 Years2 star
5 Years4 star
10 Years4 star

Growth of £1000 Help

 as of  30/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
3.774.552.856.16-11.05
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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