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Jupiter UK Alpha

Ranked 145 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris Watt

For most of his career at Jupiter, Chris Watt has worked in the UK equities team. In August 2006, he extended these responsibilities to include Environment and Sustainability Investment. Chris has a degree in Geography and an MSc Cert in Investment & Finance, both from Aberdeen University.

Objective

To provide long-term capital growth from investment principally in the UK market. To achieve that objective by investing principally in a well spread portfolio of UK equities providing exposure to the best ideas of members of our UK equity team. The Manager will pay limited short-term attention to index weightings, except for the purposes of liquidity, but will aim to achieve the best risk adjusted return over the life of the economic cycle.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/12/2014 - 31/12/2015
  • Rank 145/256 Total Return
  • Rank 178/256 Standard Deviation
  • Rank 169/256 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 2.4% 6.1% 1.4% -7.0% 2.4%
2014 2.7% -2.7% 3.0% 0.8% 1.7%
2013 29.8% 11.2% 1.8% 5.8% 8.4%
2012 16.4% 8.5% -2.6% 7.1% 2.9%
2011 -4.4% 1.0% -0.1% -10.7% 6.2%
2010 20.6% 6.5% -7.9% 13.7% 8.1%
2009 26.7% -8.4% 10.5% 20.5% 3.9%
2008 -29.1% -11.2% 0.0% -12.8% -8.4%
2007 5.3% 1.3% 3.2% -0.4% 1.1%
2006 27.6% 15.3% -2.9% 4.7% 8.9%
2005 19.8% 6.3% 1.8% 11.2% -0.4%
2004 -2.2% 3.2% 7.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2015

Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 4.91
Aviva PLC ORD 4.48
BP PLC ORD 4.46
Lloyds Banking Group PLC ORD 3.59
Sage Group PLC ORD 3.57
ITV PLC ORD 3.36
Barclays PLC ORD 3.21
Galliford Try PLC ORD 3.20
BAE Systems PLC ORD 3.13
esure Group PLC ORD 3.09
30/09/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/03/1993
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB0005773113

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Jupiter names Matthews successor after exit for Schroders

Jupiter's Chris Watt will take over Philip Matthews' Growth & Income and UK Alpha funds, while Alastair Gunn is to lead Anthony Nutt's High Income fund.

Jupiter changes manager on struggling technology fund

Jupiter Asset Management is parting company with Prakash Rajasekaran, manager of its poorly performing Global Technology fund.

Artemis scoops Adrian Paterson

Former Jupiter star fund manager Adrian Paterson has joined Artemis Unit Trust Managers after 18 months away from the investment industry.

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