Jupiter UK Alpha I Acc

Name
Jupiter UK Alpha I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B457WC97
Sector
UK All Companies
Launched
19/09/2011
OCF
0.78 %
Risk Rating
5
3 Year Sharpe
-0.64
3 Year Alpha
-7.13
Yield
5.5 %
Benchmark
IA UK All Companies Sector
To provide long term capital growth from investment principally in the UK market.
Holding %
BP PLC 7.35 %
Experian PLC 4.74 %
Lloyds Banking Group PLC 4.63 %
WPP PLC 4.10 %
Legal & General Group PLC 4.09 %
Serco Group PLC 4.04 %
JD Sports Fashion PLC 3.80 %
BAE Systems PLC 3.63 %
Barclays PLC 3.59 %
Standard Chartered PLC 3.48 %
Region %
United Kingdom 95.16 %
Sector %
Financial Services 26.19 %
Industrials 20.03 %
Communication Services 15.12 %
Consumer Cyclical 14.63 %
Energy 10.27 %
Basic materials 5.89 %
Consumer Defensive 5.76 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Chris Watt
Joined 05/01/2013

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.

Data provided by Morningstar.

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