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Jupiter UK Growth

Ranked 14 out of 258 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Steve Davies

Steve Davies is a member of the UK equities team at Jupiter Asset Management having joined the group from Numis Securities in 2007 where he was head of the retail research team. Currently based in London, he manages the Jupiter Undervalued Assets and Jupiter UK Growth funds using a growth investment style. Steve graduated from Oxford University where he studied philosophy, politics and economics.

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 : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 5.7% 3.8%
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

28/02/2015

Top 10 Holdings

Stock Size
Legal & General Group PLC ORD 7.41
Dixons Carphone PLC ORD 7.34
Lloyds Banking Group PLC ORD 7.04
Barclays PLC ORD 5.17
Howden Joinery Group PLC ORD 4.28
Apple Inc ORD 4.20
British American Tobacco PLC ORD 4.17
International Consolidated Airlines Group SA ORD 4.07
Talktalk Telecom Group PLC ORD 3.99
Experian PLC ORD 3.95
28/02/2015

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/04/1988
  • Share Class size1,537Mn
  • Base currencyGBP
  • ISIN GB0004792130

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

Related News

Jupiter's AAA-rated Davies reduces cash on election result

Jupiter fund manager Steve Davies is confident the UK consumer will benefit from the outcome.

Jupiter's Davies: Lloyds and RBS could jump 50%

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.

Why Jupiter's AAA-rated Davies has been buying Man United

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.

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.

Bonham Carter: Is Royal Mail the canary in the FTSE’s coal mine?

Jupiter’s chief executive Edward Bonham Carter has acknowledged concerns that the frenzy over the Royal Mail’s flotation could signal the top of the market.

McVeigh: Global investors cannot afford to overlook the UK recovery

Citywire AA-rated Ian McVeigh, co-manager of the £900 million Jupiter UK Growth fund, has challenged those who promote investing in the FTSE because of its constituents’ overseas earnings.

...more...

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