Jupiter UK Smaller Companies Focus Fund U1 GBP IncS'inscrire pour voir les notations |
Performance du fonds | 31/03/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | 5,6 | 16,7 | -42,4 | 2,0 | 2,9 | |
+/-Cat | 4,0 | -14,2 | -14,3 | -0,1 | 0,3 | |
+/-Ind | - | - | - | -7,4 | 0,9 | |
Catégorie: Actions Royaume-Uni Petites Cap. | ||||||
Benchmark: Morningstar UK Small Cap TM... |
Vue d’Ensemble | ||
VL 17/04/2024 | GBP 15,15 | |
Évolution jour | 0,34% | |
Catégorie Morningstar | Actions Royaume-Uni Petites Cap. | |
ISIN | IE00BLP58C46 | |
Actif du fonds (Mil) 17/04/2024 | GBP 35,77 | |
Actif de la part (Mil) 17/04/2024 | GBP 8,18 | |
Frais de souscription max | - | |
Frais courants 09/08/2022 | 0,86% | |
PEA | non | |
PEAPME | non |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
David Cameron-Mowat took over as lead manager of Jupiter UK Smaller Companies Focus in mid-2021. Although his portfolio management experience is limited, he benefits from the backing of a strong team, and he is well versed in the team-wide... | |
Cliquez ici pour lire le rapport d'analyse |
Piliers Morningstar | |
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Equipe de gestion | 23 |
Société de Gestion | 23 |
Process | 24 |
Performance | |
Frais |
Objectif d’Investissement: Jupiter UK Smaller Companies Focus Fund U1 GBP Inc |
The Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector. |
Returns | |||||||||||||
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Gestion | ||
Nom du gérant Date de début | ||
David Cameron-Mowat 04/05/2021 | ||
Date de création 29/07/2015 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
Numis Smaller Companies Index ex IC | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? Jupiter UK Smaller Companies Focus Fund U1 GBP Inc | 31/03/2024 |
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5 premières lignes | Secteur | % |
JTC PLC Ordinary Shares | Services Financiers | 4,41 |
Oxford Instruments PLC | Technologie | 3,90 |
Gamma Communications PLC | Services de Communication | 3,83 |
Vesuvius PLC | Matériaux de Base | 3,43 |
Jet2 PLC Ordinary Shares | Consommation Cyclique | 3,34 |
Hausse Baisse Nouveau dans le portefeuille | ||
Jupiter UK Smaller Companies Focus Fund U1 GBP Inc | ||
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Les performances sont calculées en Euro |