Factsheet: 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
1.03 %
Risk Rating
3
3 Year Sharpe
2.01
3 Year Alpha
15.30
Yield
0.7 %
Benchmark
Numis SC Plus AIM Ex Invt Com TR GBP
The fund seeks to achieve long term capital growth by investing primarily in UK Smaller Companies. The fund seeks to obtain the objective by investing in high quality smaller companies which the Manager believes to have significant growth potential over the medium to long term. Particular care is taken over stock selection and the Manager places a strong emphasis on the quality of a company’s management.
Holding %
Frontier Developments PLC 4.36 %
Games Workshop Group PLC 4.19 %
Ocado Group PLC 3.00 %
Everbridge Inc 2.80 %
XLMedia PLC 2.69 %
Somero Enterprises Inc Shs Reg-S 2.64 %
Central Asia Metals PLC 2.59 %
Trupanion Inc 2.49 %
On The Beach Group PLC 2.39 %
Ashmore Group PLC 2.36 %
Region %
United Kingdom 83.16 %
United States 9.47 %
Sector %
Consumer Cyclical 32.22 %
Financial Services 20.29 %
Technology 19.24 %
Consumer Defensive 11.00 %
Healthcare 5.85 %
Industrials 5.63 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

James Zimmerman
Joined 06/01/2015

James re-joined Jupiter in 2014, having previously worked for us as an equity analyst. He is currently a fund manager in the UK Growth team. During his year away from Jupiter, James worked for the New York-based global equity fund Rockefeller and Company, where he was an analyst. James is a graduate of the University of Pennsylvania and is a CFA charterholder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

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.