fund
JUPITER UK SPECIALIST EQUITY F GBP
An absolute return strategy investing predominantly in UK mid caps.
PRICE (INC)
-
PRICE (ACC)
1356.97p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
0.95%
YIELD
0%
1 YEAR
3.09%Prices as at 28 Nov 2023.
Fund commentary last updated 22 Feb 2022.
Past performance is not an indication of future performance.
Capital at risk.
The investment objective of the Fund is to achieve capital appreciation by taking long and short positions mainly in UK equities outside the FTSE 100 Index, whilst seeking to deliver absolute returns in all market conditions.
Fund summary
| Sector | Targeted Absolute Return |
|---|---|
| Structure | OFFSHORE FUND |
| Launched | April 2016 |
| Size | £37m |
| Yield | 0% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 0.95% |
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