Jupiter UK Growth I Acc

Name
Jupiter UK Growth I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B54CH949
Sector
UK All Companies
Launched
19/09/2011
OCF
1.04 %
Risk Rating
5
3 Year Sharpe
0.05
3 Year Alpha
-4.95
Yield
1.8 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to obtain long term capital growth. The fund seeks to invest in any economic sector principally in the United Kingdom.
Holding %
Lloyds Banking Group PLC 7.07 %
Legal & General Group PLC 6.60 %
Barclays PLC 6.31 %
Sirius Minerals PLC 5.83 %
GKN PLC 4.26 %
International Consolidated Airlines Group SA 4.14 %
Dixons Carphone PLC 3.93 %
Taylor Wimpey PLC 3.76 %
Thomas Cook Group PLC 3.71 %
Experian PLC 3.57 %
Region %
United Kingdom 87.03 %
United States 6.59 %
Sector %
Consumer Cyclical 39.09 %
Financial Services 27.75 %
Industrials 9.75 %
Technology 8.08 %
Basic materials 5.88 %
Communication Services 5.07 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Steve Davies
Joined 01/31/2013

Steve Davies joined Jupiter in 2007. He currently manages the Jupiter Undervalued Assets Fund (Unit Trust) and is co-manager for the Jupiter UK Growth Fund (Unit Trust). Prior to joining Jupiter, Steve was head of the retail research team at Numis Securities. Steve also worked as a Retail Analyst and Senior Retail Analyst, respectively, for Retail Intelligence before moving to PricewaterhouseCoopers where he was appointed Assistant Director of the Retail and Branded Goods team. Steve gained a degree in PPE from Oxford University.

Data provided by Morningstar.

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