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JUPITER UK ALPHA - Fund overview

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Overview of JUPITER UK ALPHA

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JUPITER UK ALPHA does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  March, 1993
Size  £14m
Yield 1.9%
Charging basis  –
Dividends paid  Acc units only.
Bid price 8,485.66p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.87%
Annual management charge 1.50%
Total expense ratio 1.55%
Reduction in yield (10yr) 1.64%

Bestinvest says


No information available.

Portfolio

jupiter uk alpha asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 0%
jupiter uk alpha equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
jupiter uk alpha equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 35%
Small Caps 8%

Investment process


The Fund aims to deliver long term capital growth by investment principally in a well spread portfolio of UK equities, providing exposure to the best ideas of members of Jupiter's UK equity team. The Manager will pay limited short-term attention to index weightings, except for the purposes of liquidity, but will aim to achieve the best risk adjusted return over the life of the economic cycle.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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