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Jupiter JGF UK Dynamic Growth D GBP Acc

Ranked 201 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Steve Davies

Steve Davies joined Jupiter in 2007 and manages a UK equity unit trust, before which he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team. He has a degree in Philosophy, Politics and Economics from Oxford University.

Objective

The Fund objective is to grow the money invested in the Fund over the long-term. The Fund will principally invest in the shares of companies in the UK. The Fund Manager is able to make their own investment decisions, is not constrained by any sector limits and is not guided by any particular benchmark. Any income arising in relation to this share class will be accumulated

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 201/253 Total Return
  • Rank 240/253 Standard Deviation
  • Rank 248/253 Max Drawdown
Fund Name Currency Loss
247 Waverton UK A GBP GBP

-5.9%

248 Jupiter JGF UK Dynamic Growth D GBP Acc GBP

-7.0%

249 Jupiter UK Growth GBP

-7.4%

250 VT Cape Wrath UK Focus A Acc GBP

-7.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 1.0% 0.0%
2016 11.7% 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
GBP Cash 7.04
Lloyds Banking Group PLC ORD 6.48
Barclays PLC ORD 5.90
Legal & General Group PLC ORD 5.89
Sirius Minerals PLC ORD 5.39
Dixons Carphone PLC ORD 4.72
International Consolidated Airlines Group SA ORD 4.08
Talktalk Telecom Group PLC ORD 3.76
Thomas Cook Group plc ORD 3.67
Experian PLC ORD 3.35
30/06/2017

Registered For Sale In

  1. Germany
  2. Ireland
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date10/06/2016
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU1388739358

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).