Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Jupiter UK Growth

Ranked 237 out of 245 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 : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.8%
2016 -7.1% -8.6% -12.8% 11.2% 4.8%
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

28/02/2017

Top 10 Holdings

Stock Size
GBP Cash 11.96
Lloyds Banking Group PLC ORD 7.18
Barclays PLC ORD 6.95
Legal & General Group PLC ORD 5.80
Dixons Carphone PLC ORD 5.01
International Consolidated Airlines Group SA ORD 4.15
Apple Inc ORD 3.96
Thomas Cook Group plc ORD 3.94
Sirius Minerals PLC ORD 3.92
GKN PLC ORD 3.68
28/02/2017

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size208Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Neil Woodford: I still feel positive about the UK

Star fund manager Neil Woodford says a hung parliament is not all bad news for the UK stock market and economy.

Managers predict further Lloyds share price rally

Lloyds is returning to its former glory, according to Jupiter's Steve Davies and Fidelity's Matthew Jennings.

Tesco soars on Booker deal and dividend pledge

Shares in supermarket surge as investors welcome bold move to shore up dominance and pledge to restart dividend payments.

Jupiter UK Growth bruised but bullish after Brexit vote

Steve Davies says shares in some of his UK-focused stocks could rally 50% in two years after taking a big hit from the Brexit vote.

The funds which dived and thrived in 'Brexit' turmoil

Global stock markets dived on Friday, and so did many funds, but others managed equally remarkable gains.

RBS 'bad bank': a compromise five years too late?

RBS is accelerating its disposal of toxic loans but is not creating a new 'bad bank'. That should have been done in 2009, say fund managers.

Wealth Matters seminars aim to be just the ticket

Luton-based Wealth Matters has started a seminar campaign targeting existing clients with fund manager presentations and Willy Wonka-style golden tickets.

The Daily Interview: AA-rated McVeigh: Banking position is critical call for 2008

Jupiter's AA-rated Ian McVeigh says banking is the critical sector for fund managers to call correctly in 2008 and likens the scenario to technology stocks in 2001.

T Bailey reveals line up for new Best Ideas fund

Seven Citywire rated managers and a new fund from RAB Capital feature among the 10 funds in Nottingham-based T Bailey’s new Best Ideas fund of funds.

Get them while they're cheap: the funds to buy in volatile markets

As volatility in equity markets mounts advisers are recommending buying funds that have the flexibility or are positioned to benefit from the market volatility.

...more...

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