Jupiter UK Growth Investment Trust PLC

Name
Jupiter UK Growth Investment Trust PLC
Manager
Jupiter Asset Management Ltd (UK)
Type
Closed Ended Investment Company
ISIN
GB00BFD3V961
Sector
UK All Companies
Launched
25/06/1972
OCF
1.11 %
Risk Rating
5
3 Year Sharpe
-0.49
3 Year Alpha
-11.30
Yield
4.3 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 28.17 million
NAV
203
Gearing
99
Discount Premium
-7
The investment objective is to achieve capital appreciation by principally investing in companies which are listed and/or which undertake a significant proportion of their business in the United Kingdom. Performance during the year under review was measured against FTSE All-Share Index.
Holding %
Experian PLC 8.17 %
PureTech Health PLC 7.67 %
Yum China Holdings Inc 5.95 %
TalkTalk Telecom Group PLC 5.62 %
Avast PLC 5.51 %
Manchester United PLC Class A 5.48 %
Legal & General Group PLC 4.70 %
Ferrari NV 4.23 %
Howden Joinery Group PLC 3.91 %
Inchcape PLC 3.77 %
Region %
United Kingdom 70.22 %
United States 17.63 %
Eurozone 6.28 %
Asia - Emerging 5.87 %
Sector %
Consumer Cyclical 36.04 %
Financial Services 20.70 %
Industrials 15.71 %
Communication Services 11.68 %
Healthcare 9.86 %
Technology 5.85 %
Name
Jupiter Asset Management Ltd (UK)
Address
SW1E 6SQ, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Richard Buxton
Joined 05/21/2020

Richard joined Merian as head of UK equities in 2013. In early 2019, he announced his intention to step down from the CEO role (which he took on in 2015) and will remain with the business as head of UK equities. Richard was previously at Schroders. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.

Stephen Pearson
Joined 02/18/2020

Stephen Pearson joined Jupiter in 2001 and is currently manager of the Jupiter Europa Hedge Fund and co-manager of the Jupiter European Absolute Return SICAV. He has more than 15 years' European investment experience and, prior to joining Jupiter, held positions at both Sloane Robinson and GT Management. Stephen gained a degree in Classics from Oxford University and holds the Securities Institute Diploma.

Data provided by Morningstar.

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.