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Jupiter UK Growth

Ranked 22 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Ian McVeigh

Ian McVeigh was awarded sole management of the Jupiter UK Growth fund when he joined the group in April 2003. He started his career at Sheppards and Chase as an analyst and later moved into sales. In 1984 McVeigh began a 14 year period at Philips & Drew where he was a successful member of the UK equity division, both as a salesman and account manager. His first fund management role came at Schroders in 1998, where he took responsibility for a range of investment trusts, retail funds and pension fund mandates. When McVeigh left four years later, he used his vast investment experience to launch the Parkway Global fund, a global macro hedge fund he ran until 2003. A senior member of Jupiter’s specialist UK equity team, McVeigh is an Oxford graduate and spends his free time cycling and spending time with his family.

Objective

The objective is to obtain long-term capital growth by investing in any economic sector principally in the UK.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.2% -2.5% 1.5%
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

30/09/2014

Top 10 Holdings

Stock Size
Lloyds Banking Group PLC ORD 8.30
Dixons Carphone PLC ORD 7.61
Legal & General Group PLC ORD 7.33
Barclays PLC ORD 4.79
British American Tobacco PLC ORD 4.56
Apple Inc ORD 3.85
Howden Joinery Group PLC ORD 3.76
Royal Bank of Scotland Group PLC ORD 3.71
Bayerische Motoren Werke AG ORD 3.52
ITV PLC ORD 3.52
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size1,119Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.5%
  • 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 GBP).