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Jupiter UK Growth

Ranked 81 out of 256 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 objective is to obtain long-term capital growth by investing in any economic sector principally in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/12/2014 - 31/12/2015
  • Rank 81/256 Total Return
  • Rank 138/256 Standard Deviation
  • Rank 123/256 Max Drawdown
Fund Name Currency Risk
137 HSBC UK Focus Acc GBP

11.2

138 Jupiter UK Growth GBP

11.2

139 Schroder UK Opportunities A Acc GBP

11.3

140 GAM UK Diversified Acc GBP

11.3

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 6.8% 5.7% 3.8% -6.1% 3.7%
2014 7.1% 0.2% -2.5% 1.5% 8.0%
2013 34.1% 11.0% 3.0% 8.0% 8.7%
2012 31.6% 15.8% -5.9% 10.8% 9.0%
2011 -12.4% -1.0% 0.3% -13.8% 2.4%
2010 21.8% 10.3% -11.4% 16.1% 7.4%
2009 35.9% -7.1% 17.9% 25.4% -1.0%
2008 -39.1% -9.4% -2.9% -19.4% -14.1%
2007 2.5% 4.0% 3.5% -2.4% -2.5%
2006 28.5% 15.4% -1.7% 4.9% 8.0%
2005 26.7% 3.5% 0.1% 11.7% 9.6%
2004 21.2% 8.0% 0.2% 3.2% 8.6%
2003 22.2% -7.0% 15.1% 3.9% 9.9%
2002 -27.2% -1.0% -11.9% -18.7% 2.8%
2001 -17.5% -8.9% 3.1% -20.4% 10.3%
2000 16.2% 1.0% 4.7% 2.1% 7.6%
1999 17.4% 10.7% 4.9% -3.7% 5.0%
1998 16.4% 16.2% 2.5% -12.3% 11.3%
1997 17.7% 7.5% -1.4% 8.7% 2.2%
1996 22.4% 6.7% 8.0% 1.4% 4.7%
1995 11.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2015

Top 10 Holdings

Stock Size
Lloyds Banking Group PLC ORD 7.13
Dixons Carphone PLC ORD 6.46
Barclays PLC ORD 6.40
Legal & General Group PLC ORD 5.72
Royal Bank of Scotland Group PLC ORD 4.36
International Consolidated Airlines Group SA ORD 4.22
Thomas Cook Group plc ORD 4.04
Talktalk Telecom Group PLC ORD 4.00
Experian PLC ORD 3.75
Bayerische Motoren Werke AG ORD 3.70
30/09/2015

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size1,667Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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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).