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Jupiter UK Growth

Ranked 212 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 : 31/12/2016 - 31/12/2017
  • Rank 212/253 Total Return
  • Rank 234/253 Standard Deviation
  • Rank 249/253 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 7.4% 6.8% 1.2% -0.3% -0.4%
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 45.4% 3.6% 10.0% 14.7% 11.3%
1994 -1.2% -2.5% -5.1% 6.4% 0.4%
1993 45.2% 8.2% 7.0% 13.4% 10.6%
1992 17.1% -4.5% 10.4% -1.7% 12.8%
1991 15.9% 15.4% -1.5% 9.0% -6.4%
1990 -14.8% -5.4% 5.7% -18.4% 4.4%
1989 30.1% 17.3% 8.0% 4.5% -1.7%
1988 3.5% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size163Mn
  • Base currencyGBX
  • 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).