fund
JUPITER UK ALPHA U1
An 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%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
| Sector | UK All Companies |
|---|---|
| Structure | UNIT TRUST |
| Launched | June 2018 |
| Size | £387m |
| Yield | 3.8% |
| Dividends paid | March, September |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0% |
| Ongoing Charges Figure | 0.78% |
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