Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter UK Alpha

Ranked 251 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Curling

Richard Curling joined Jupiter in 2006 having originally worked at 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 : 31/03/2017 - 31/03/2018
  • Rank 251/259 Total Return
  • Rank 179/259 Standard Deviation
  • Rank 241/259 Max Drawdown
Fund Name Currency Loss
239 M&G Offshore Recovery A Inc GBP

-8.5%

240 New Capital Dynamic UK Equity GBP Inst Acc GBP

-8.8%

241 Jupiter UK Growth GBP

-8.8%

241 Jupiter UK Alpha Acc GBP

-8.8%

243 HSBC UK Focus Acc GBP

-8.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.4%
2017 5.9% 3.4% 0.2% 0.3% 1.9%
2016 8.2% -3.9% -5.5% 13.6% 4.8%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/03/1993
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB0005773113

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Jupiter names Gunn as Growth & Income fund manager

Jupiter has appointed Alastair Gunn as the manager of its Growth & Income fund, following the departure of Chris Watt in early 2016.

Jupiter's Watt & Kames' Shaw join Aberforth

Both are joining Aberforth to replace founding partner Andy Bamford who will retire later this year.

Frying pan or fire: managers' oil/miners dilemma

With the oil price still low, and miners struggling with commodity surplus, how are managers navigating these giants?

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