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
1.01 %
Risk Rating
4
3 Year Sharpe
-0.65
3 Year Alpha
-8.96
Yield
2.5 %
Benchmark
FTSE AllSh TR GBP
To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). headquartered or which conduct a majority of their business activity, in the UK). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Holding %
PureTech Health PLC 5.59 %
Experian PLC 5.53 %
Legal & General Group PLC 4.30 %
WH Smith PLC 4.24 %
TalkTalk Telecom Group PLC 4.23 %
Lloyds Banking Group PLC 4.07 %
ITV PLC 3.82 %
Inchcape PLC 3.78 %
Manchester United PLC Class A 3.75 %
International Consolidated Airlines Group SA 3.62 %
Region %
United Kingdom 80.17 %
United States 12.99 %
Sector %
Consumer Cyclical 32.37 %
Financial Services 23.36 %
Industrials 14.64 %
Communication Services 13.16 %
Healthcare 7.40 %
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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