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Jupiter UK Growth

Ranked 219 out of 254 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 : 31/03/2015 - 31/03/2016
  • Rank 219/254 Total Return
  • Rank 232/254 Standard Deviation
  • Rank 218/254 Max Drawdown
Fund Name Currency Return
218 CF Canlife UK Equity B Acc GBP

-7.6%

219 Jupiter UK Growth GBP

-7.6%

220 Wesleyan Growth Trust GBP

-7.7%

220 Invesco Perpetual UK Focus Accumulation GBP

-7.7%

Fund Name Currency Risk
230 M&G UK Select A Acc GBP

13.7

231 FP Russell UK Growth Assets A Acc GBP

13.9

232 IFSL Trade Union Unit Trust GBP

14.0

232 Jupiter UK Growth GBP

14.0

234 Barclays UK Core A Inc GBP

14.1

Fund Name Currency Loss
216 Allianz UK Growth A Acc GBP

-15.6%

217 Scottish Widows Ethical A Acc GBP

-15.6%

218 Jupiter UK Growth GBP

-15.6%

219 Allianz UK Unconstrained A GBP

-15.6%

220 JOHCM UK Dynamic B Acc GBP

-15.7%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -8.6%
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

31/12/2015

Top 10 Holdings

Stock Size
GBP Cash 12.64
Lloyds Banking Group PLC ORD 7.47
Dixons Carphone PLC ORD 7.37
Barclays PLC ORD 6.06
Legal & General Group PLC ORD 6.05
International Consolidated Airlines Group SA ORD 4.21
Thomas Cook Group plc ORD 4.16
Royal Bank of Scotland Group PLC ORD 4.09
Experian PLC ORD 4.01
ITV PLC ORD 3.60
31/12/2015

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size214Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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

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

Jupiter assets swell by £0.5 billion in Q1

More than half a billion pounds flowed into Jupiter Fund Management during the first three months of the year.

Jupiter's Davies: three reasons why Lloyds' dividend may beat forecasts

Jupiter fund manager Steve Davies explains why when Lloyds eventually resume its dividend it could surprise on the upside.

Jupiter’s UK stars: The commodity companies we’re prepared to back

Chris Watt and Ian McVeigh, respectively the Citywire AAA-rated manager of Jupiter Growth & Income and AA-rated manager of Jupiter UK Growth, have revealed that while still favouring companies profiting from the domestic recovery, they have found room in their portfolios for two commodity giants.

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.

...more...

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