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JUPITER UK ALPHA U1

Bestinvest LogoAn unconstrained, focused portfolio, investing across FTSE 350 stocks.

PRICE (INC)

119.43p

PRICE (ACC)

165.88p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0%

ONGOING CHARGE

0.78%

YIELD

3.8%

1 YEAR
6.16%
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Prices as at 28 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

To achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE All-Share Index over rolling 3 year periods. The fund primarily invests (at least 70%) in a portfolio of UK equities. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK.

Fund summary

SectorUK All Companies
StructureUNIT TRUST
LaunchedJune 2018
Size£387m
Yield3.8%
Dividends paidMarch, September

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0%
Ongoing Charges Figure0.78%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning