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Jupiter UK Growth

Ranked 252 out of 253 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 : 31/10/2015 - 31/10/2016
  • Rank 252/253 Total Return
  • Rank 252/253 Standard Deviation
  • Rank 253/253 Max Drawdown
Fund Name Currency Loss
249 Artemis UK Select R Acc GBP

-15.8%

250 Phoenix UK A GBP

-16.1%

251 MFM Slater Recovery Acc GBP

-17.8%

252 Standard Life Inv UK Equity Unconstrained Ret GBP

-18.4%

253 Jupiter UK Growth GBP

-20.3%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -8.6% -12.8% 11.2%
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

30/09/2016

Top 10 Holdings

Stock Size
Dixons Carphone PLC ORD 6.22
Lloyds Banking Group PLC ORD 6.08
Barclays PLC ORD 5.50
Legal & General Group PLC ORD 5.44
Talktalk Telecom Group PLC ORD 3.82
Sirius Minerals PLC ORD 3.66
Experian PLC ORD 3.50
ITV PLC ORD 3.35
WH Smith PLC ORD 3.32
Apple Inc ORD 3.27
30/09/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size193Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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...more...

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