Bestinvest Logo
Why us
Planning ahead
Insights
fund

Jupiter UK Mid Cap R

Bestinvest LogoUK equity fund investing principally in stocks from the FTSE 250 index.

PRICE (INC)

198.51p

PRICE (ACC)

257.78p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.85%

ONGOING CHARGE

0.85%

YIELD

0.3%

1 YEAR
-31.88%

Prices as at 10 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund targets capital growth from a portfolio of medium-sized UK equities. Manager Richard Watts uses a combination of top down and bottom up research to find what he believes to be under-researched, and therefore mis-priced, companies, principally from the FTSE 250 index. Stock selection usually highlights above-average earnings growth, revisions in earnings or potential for re-rating, and the overall portfolio typically has a bias to growth stocks.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedMay 2012
Size£1,639m
Yield0.3%
Charging BasisIncome
Dividends paid30 Sep

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.85%
Ongoing Charges Figure0.85%

Investment Process

The fund seeks capital growth from investment primarily in medium sized UK companies. The managers believe these are less well researched than large companies, creating price inefficiencies which they aim to exploit using a combination of top-down and bottom-up analysis. The managers use a range of economic indicators to guide the overall portfolio balance. The managers believe no one style works consistently so both growth and value stocks will be held, dependant on the state of the economic cycle. The bottom-up analysis focuses on stocks with at least one of the following attributes: (i) Consistently superior earnings growth; (ii) Likelihood of positive earnings revisions; (iii) Potential for a re-rating. In identifying these, stocks are initially put through a valuation filter before qualitative issues are considered such as market positioning, economic sensitivity, management quality and financial stability.

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