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JUPITER UK SMALLER COMPANIES U1

Bestinvest LogoA UK small cap fund managed in a conservative and pragmatic style.

PRICE (INC)

137.38p

PRICE (ACC)

144.2p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.94%

ONGOING CHARGE

0.96%

YIELD

2.4%

1 YEAR
-11.05%
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Prices as at 01 Dec 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 Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller companies.

Fund summary

SectorUK Smaller Companies
StructureOEIC
LaunchedApril 2014
Size£444m
Yield2.4%
Dividends paidSeptember

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.94%
Ongoing Charges Figure0.96%

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