Jupiter UK Smaller Companies Focus Fund I GBP IncRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 29/02/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | 5,6 | 16,6 | -42,4 | 1,9 | -0,5 | |
+/-Cat | 4,0 | -14,3 | -14,3 | -0,2 | -0,2 | |
+/-Ind | - | - | - | -7,5 | 2,5 | |
Categoría: RV RU Cap. Pequeña | ||||||
Benchmark de la Categoría: Morningstar UK Small Cap TM... |
Estadística Rápida | ||
VL 27/03/2024 | GBP 2,29 | |
Cambio del día | -0,07% | |
Categoría Morningstar™ | RV RU Cap. Pequeña | |
ISIN | IE00BLP58G83 | |
Patrimonio (Mil) 27/03/2024 | GBP 37,06 | |
Patrimonio Clase (Mil) 27/03/2024 | GBP 20,75 | |
Comisión Máx. Suscripción | - | |
Gastos Corrientes 04/03/2024 | 1,05% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
David Cameron-Mowat took over as lead manager of Jupiter UK Smaller Companies Focus in mid-2021. Although his portfolio management experience is limited, he benefits from the backing of a strong team, and he is well versed in the team-wide... | |
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Pilares Morningstar | |
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Personal | 23 |
Firma Gestora | 23 |
Proceso | 24 |
Performance | |
Precio |
Objetivo de inversión: Jupiter UK Smaller Companies Focus Fund I GBP Inc |
The Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector. |
Returns | ||||||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
David Cameron-Mowat 04/05/2021 | ||
Creación del fondo 30/05/2014 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
Numis Smaller Companies Index ex IC | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Jupiter UK Smaller Companies Focus Fund I GBP Inc | 31/01/2024 |
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5 mayores posic. | Sector | % |
Chemring Group PLC | Industria | 4,13 |
JTC PLC Ordinary Shares | Servicios Financieros | 4,13 |
Oxford Instruments PLC | Tecnología | 3,91 |
Gamma Communications PLC | Servicios de Comunicación | 3,86 |
Bytes Technology Group PLC Ordin... | Tecnología | 3,86 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Jupiter UK Smaller Companies Focus Fund I GBP Inc |