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Jupiter UK Alpha U2

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

PRICE (INC)

112.81p

PRICE (ACC)

146.5p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.7%

ONGOING CHARGE

0.7%

YIELD

2.8%

1 YEAR
2.05%

Prices as at 01 Jul 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund’s objective is capital growth by investing predominantly in listed UK equities from the FTSE 100 and FTSE 250 indices. Manager Richard Buxton has structured the fund to address a market environment where broad market advances might be difficult to achieve, and consequently selects a concentrated portfolio of stocks without any benchmark constraints. The bulk of performance is expected to be generated through bottom-up stock selection, though sector and thematic allocation will also affect the balance of the portfolio.

Fund summary

SectorUK All Companies
StructureUNIT TRUST
LaunchedOctober 2013
Size£754m
Yield2.8%
Charging BasisCapital
Dividends paidMay, Nov

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.7%
Ongoing Charges Figure0.7%

Investment Process

The fund invests in a concentrated portfolio of large and mid-cap UK equities. The manager believes investors are too focused on short-term company news and economic indicators, and fail to properly consider companies’ long-term prospects. He targets companies with strong business models, healthy balance sheets and unrecognised potential. His investment style is pragmatic, so unrecognised potential can include turnaround situations, deep value stocks and more expensive growth stories where he believes they can maintain performance. New ideas can be prompted by factors including: absolute and relative valuations, persistent share price weakness, poor results, new management teams or changes in economic prospects. Stock research includes both quantitative and qualitative work. The former includes analysis of a company’s historical results and its competitive position using Porter’s Five Forces. The latter includes management track record, governance and incentive arrangements. Bottom-up research is complemented by the team’s thematic views. These will never solely dictate investment decisions - stocks must be supported by strong fundamentals in their own right. Portfolio turnover tends to be very low.

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