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Jupiter UK Growth

Ranked 244 out of 248 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 : 28/02/2016 - 28/02/2017
  • Rank 244/248 Total Return
  • Rank 248/248 Standard Deviation
  • Rank 248/248 Max Drawdown
Fund Name Currency Return
242 VT Garraway UK Equity Market GBP Ret Acc GBP

7.5%

243 SVM UK Growth A GBP

7.1%

244 Jupiter UK Growth GBP

7.0%

245 MFM Slater Growth Fund GBP

6.9%

246 Legg Mason IF QS UK Equity A GBP

6.5%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

31/12/2016

Top 10 Holdings

Stock Size
GBP Cash 9.02
Barclays PLC ORD 6.92
Lloyds Banking Group PLC ORD 6.58
Legal & General Group PLC ORD 5.80
Dixons Carphone PLC ORD 5.73
Sirius Minerals PLC ORD 4.04
Thomas Cook Group plc ORD 3.81
ITV PLC ORD 3.50
International Consolidated Airlines Group SA ORD 3.45
Apple Inc ORD 3.37
31/12/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size191Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

This is just the beginning for Lloyds' 'dividend machine'

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 poaches BlackRock, Coutts and Source alumni for cross-asset roles

The wave of recruitments shores up the firm's equity, fixed income and multi-asset offerings as it ramps up its expansion push.

Jupiter's Davies buys 'bombed out' domestics

However the Jupiter UK Growth manager does expect a 'mild recession' to hit the UK.

Trust Insider: Jupiter Global plans third reinvention in unfashionable sector

Taxicab Tenner: Jupiter's Steve Davies

In the seventh episode of the series, Jupiter's AAA-rated Davies discusses the struggle to find value in today's market. 

Jupiter's AAA-rated Davies reduces cash on election result

Jupiter fund manager Steve Davies is confident the UK consumer will benefit from the outcome.

Jupiter's Davies: Lloyds and RBS could jump 50%

Steve Davies has made a punchy call on Lloyds and RBS's share price with a little under two months to go before the UK election.

Why Jupiter's AAA-rated Davies has been buying Man United

Davies believes the football club’s recent on-pitch struggles have created a valuation opportunity.

Jupiter's AAA-rated Davies' election plan

The manager of the Jupiter UK Growth fund expects to raise cash levels in the event of a Labour victory.

...more...

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