Jupiter UK Smaller Companies Fund I

Name
Jupiter UK Smaller Companies Fund I
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B3LRRF45
Sector
UK Smaller Companies
Launched
17/09/2012
OCF
1.01 %
Risk Rating
4
3 Year Sharpe
1.33
3 Year Alpha
13.39
Yield
0.7 %
Benchmark
Numis SC Plus AIM Ex Invt Com TR GBP
To provide a return, net of fees, higher than that provided by the Numis Smaller Companies plus AIM (Excluding Investment Companies) Index over the long term (at least five years).
Holding %
Games Workshop Group PLC 5.85 %
Ocado Group PLC 4.45 %
JD Sports Fashion PLC 3.96 %
Gym Group (The) PLC 3.51 %
Dart Group PLC 3.24 %
Wizz Air Holdings PLC 3.19 %
Integrated Diagnostics Holdings PLC 2.60 %
Computacenter PLC 2.58 %
Applegreen PLC 2.54 %
Wetherspoon (J D) PLC 2.48 %
Region %
United Kingdom 79.66 %
Eurozone 7.95 %
United States 5.32 %
Sector %
Consumer Cyclical 25.87 %
Technology 19.06 %
Industrials 17.52 %
Financial Services 16.33 %
Consumer Defensive 8.01 %
Basic materials 5.89 %
Healthcare 5.73 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Matthew Cable
Joined 08/01/2019

Data provided by Morningstar.

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