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Jupiter UK Smaller Companies

Ranked 3 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

James Zimmerman

James Zimmerman is a graduate of the University of Pennsylvania and has passed the three levels of the CFA examinations. He re-joined the Jupiter UK Growth team in 2014. After working for two years as an analyst for Jupiter’s UK Income team, James spent one year in New York working for a global long-only equity fund, Rockefeller and Company, as an analyst for the flagship fund.

Objective

The Fund's objective is to provide long-term capital growth from investment principally in the UK market. To achieve the object by investing principally in a well spread portfolio of UK equities providing exposure to the best ideas of members of our UK equity team.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 9.8% 10.5%
2016 23.1% 2.2% -4.9% 14.5% 10.6%
2015 12.8% 4.6% 5.5% -0.2% 2.4%
2014 -3.2% 3.7% -5.4% -1.9% 0.6%
2013 31.8% 10.9% -1.7% 9.1% 10.7%
2012 22.5% 16.5% -4.3% 7.1% 2.6%
2011 -10.2% -1.6% 4.6% -15.1% 2.8%
2010 29.5% 2.8% -0.6% 11.5% 13.7%
2009 47.5% -1.6% 22.0% 22.1% 0.6%
2008 -44.4% -7.8% 4.3% -20.8% -27.1%
2007 -8.1% 7.6% 3.9% -8.8% -9.8%
2006 28.7% 15.1% -3.8% 5.1% 10.6%
2005 7.3% 6.3% -2.6% 8.5% -4.4%
2004 28.3% 11.5% 0.5% 0.7% 13.8%
2003 44.8% -6.1% 27.0% 12.7% 7.7%
2002 -29.9% -1.7% -7.6% -20.2% -3.3%
2001 -22.3% -6.7% 1.0% -28.6% 15.5%
2000 4.3% 8.5% -2.4% 2.3% -3.8%
1999 18.8% 12.1% 32.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date01/03/1999
  • Share Class size74Mn
  • Base currencyGBP
  • ISIN GB0004911870

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%

Related News

Jupiter replaces Curling on UK Smaller Companies fund

Assistant fund manager James Zimmerman will replace Curling on the fund.

FTSE gains but Speedy Hire slides on probe

Hopes the FTSE will end the year well don't include construction services company Speedy Hire which slumps after problems in its are uncovered. 

Jupiter Primadona is a small global growth trust that’s punching above its weight

Davies steps into Jupiter limelight as Harrington exits

UK analyst Steve Davies has been handed his first portfolio at Jupiter, assuming control of the firm's underperforming £92 million Undervalued Assets fund following the departure of Patrick Harrington.  

Shrewdies net millions from Hamworthy bid approach

Walker Crips duo Stephen Bailey and Jan Luthman, Artemis' Mark Niznik, Schroders' Andy Brough, OMAM's Dan Nickols and Charlie Thomas of Jupiter are set to benefit from the 20% surge in Hamworthy shares. 

Small-cap stars handed a compelling proposition

Peter Webb and other smaller company fund managers made a bundle on Compel this week after shares in the IT services firm surged on the back of a bid approach.

Matthews takes over Jupiter Growth & Income Fund

(Update) Jupiter has confirmed that former small-cap manager Philip Matthews has replaced Paul Sheehan as manager on the underperforming Jupiter Growth & Income fund.

Avoid sudden change urges Curling as small cap fund is revamped

Richard Curling is to revamp the Jupiter UK Smaller Companies fund, but claims that when replacement managers bring change too rapidly, investors interests can suffer.

Chatfeild-Roberts and Thomas join board at Jupiter

Jupiter has undertaken a reshuffle of its directorships that has seen fund managers John Chatfeild-Roberts and Charlie Thomas join the group's boards and two sales directors leave the group.

'Caretaker' appointed to Jupiter small cap fund

Philip Matthews has been appointed manager of the underperforming Jupiter UK Smaller Companies fund.

...more...

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