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Jupiter UK Growth

Ranked 250 out of 250 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 : 31/07/2015 - 31/07/2016
  • Rank 250/250 Total Return
  • Rank 248/250 Standard Deviation
  • Rank 250/250 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -8.6% -12.8%
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 11.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2016

Top 10 Holdings

Stock Size
GBP Cash 12.87
Lloyds Banking Group PLC ORD 8.14
Dixons Carphone PLC ORD 7.01
Legal & General Group PLC ORD 5.78
Barclays PLC ORD 5.63
Talktalk Telecom Group PLC ORD 4.34
International Consolidated Airlines Group SA ORD 4.00
Royal Bank of Scotland Group PLC ORD 3.77
WH Smith PLC ORD 3.70
Zoopla Property Group PLC ORD 3.06
31/05/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size187Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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Steve Davies has made a punchy call on Lloyds and RBS's share price with a little under two months to go before the UK election.

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

Jupiter's AAA-rated Davies' election plan

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.

...more...

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