Jupiter UK Smaller Companies Fund I Class Acc

Buy Price (as of 21/10/2016) £2.4362  Sell Price (as of 21/10/2016) £2.3824   Day Change :  -0.04%     Fund Code:  JUKSA 

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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Richard Curling joined Jupiter in 2006 and manages the Jupiter UK Smaller Companies Fund (Unit Trust), the Jupiter Primadona Growth Investment Trust and institutional monies. Prior to joining Jupiter, Richard worked for Morgan Grenfell as Manager of the UK pensions and Income Funds before moving to Deutsche Bank where he was appointed Managing Director and Head of Small Cap. In this position, which he held for more than ten years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also Head of Global Small Cap and responsible for the Global/EAFE Small Cap product. Richard has a Bachelor of Commerce (Hons) from Edinburgh University and is an Associate of the Society of Investment Analysts.


James Zimmerman studied at the University of Pennsylvania where he gained a degree in Political Science. He rejoined Jupiter in October 2014 as an Assistant Fund Manager in the UK equities Team. Previously James worked as a Global Generalist Analyst at Rockefeller & Co. (New York) and an Equities Analyst at Jupiter.
Investment HouseJupiter
Fund ProviderJupiter Unit Trust Managers Ltd
ManagerRichard Curling   Biography
ManagerJames Zimmerman   Biography

Fund Objective The objective of the Fund is to achieve long-term capital growth by investing primarily in UK smaller companies which the Manager believes to have significant growth potential over the medium to long-term.

Key Statistics

Fund Status
12-Month NAV High -
12-Month NAV Low -
Fund Comparative IndexNumis SC Plus AIM Ex Investment Companies TR GBP
Morningstar CategoryTMUK Small-Cap Equity
Dividend FrequencyYearly
Historic Yield0.60%

Annual Charges

Morningstar ratings

 as of  30/09/2016
Overall3 star
3 Years3 star
5 Years3 star
10 Years2 star

Growth of £1000 Help

 as of  21/10/2016

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

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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