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Jupiter UK Alpha

Ranked 202 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Curling

Richard Curling joined Jupiter in 2006, before joining, Richard worked originally for Morgan Grenfell as manager of the UK Pensions and Income Funds, prior to its acquisition by Deutsche Bank where he was appointed managing director and head of Small Caps. In this position, held for more than 10 years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also head of Global Small Caps and responsible for the Global/EAFE Small Cap product. Richard has a degree from Edinburgh University and is an Associate of the Society of Investment Analysts.

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 : 30/04/2015 - 30/04/2016
  • Rank 202/256 Total Return
  • Rank 161/256 Standard Deviation
  • Rank 202/256 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -3.8%
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

31/03/2016

Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 5.50
BP PLC ORD 5.34
Aviva PLC ORD 4.89
BAE Systems PLC ORD 4.09
WPP PLC ORD 4.04
Lloyds Banking Group PLC ORD 3.89
Smiths Group PLC ORD 3.67
ITV PLC ORD 3.60
Talktalk Telecom Group PLC ORD 3.48
Legal & General Group PLC ORD 3.31
31/03/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/03/1993
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB0005773113

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

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Artemis scoops Adrian Paterson

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