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 Growth

Ranked 238 out of 257 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 : 31/05/2017 - 31/05/2018
  • Rank 238/257 Total Return
  • Rank 184/257 Standard Deviation
  • Rank 239/257 Max Drawdown
Fund Name Currency Return
236 Jupiter JGF UK Dynamic Growth D GBP Acc GBP

0.6%

237 The Holly Inc GBP

0.6%

238 Jupiter UK Growth GBP

0.3%

239 HSBC UK Freestyle Acc GBP

0.3%

240 HSBC UK Growth & Income Acc GBP

0.1%

Fund Name Currency Loss
237 M&G Offshore Recovery A Inc GBP

-8.5%

238 New Capital Dynamic UK Equity GBP Inst Acc GBP

-8.8%

239 Jupiter UK Alpha Acc GBP

-8.8%

239 Jupiter UK Growth GBP

-8.8%

241 HSBC UK Focus Acc GBP

-8.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.4%
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 size156Mn
  • Base currencyGBX
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

Related News

FTSE slumps as Italy crisis hits European markets

FTSE 100 caught by sell-off in European markets as investors take fright at prospect of fresh elections in Italy.

CityFibre soars as Jupiter, Invesco and Woodford accept bid

Fund groups agree to sell stakes in fibre broadband company to consortium of investors at 93% premium to yesterday's share price.

Jupiter hires mandarin for UK growth strategy

Jupiter has hired an executive director from UK Financial Investments to support its £1.4 billion UK growth strategy.

Dixons Carphone plunges as mobile sales hit

Shares in Dixons Carphone plummet as retailer warns customers are shunning mobile phone upgrades.

Neil Woodford: in some respects outlook has improved

Star fund manager Neil Woodford says a hung parliament is not all bad news for the UK stock market and economy.

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.

The funds which dived and thrived in 'Brexit' turmoil

Global stock markets dived on Friday, and so did many funds, but others managed equally remarkable gains.

...more...

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