Jupiter UK Smaller Companies Focus Fund U1 GBP IncFür den Zugriff auf unsere Ratings hier anmelden |
Wie hat sich dieser Fonds entwickelt? | 31.03.2024 |
Wachstum von 1000 (CHF) | Charts Erweitert |
Fonds | 5,1 | 11,8 | -45,1 | -3,9 | 7,7 | |
+/-Kat | 4,0 | -13,6 | -13,6 | -0,1 | 0,3 | |
+/-Idx | - | - | - | -7,0 | 0,9 | |
Kategorie: Aktien Großbritannien Nebenwerte | ||||||
Kategorie Benchmark: Morningstar UK Small Cap TM... |
Übersicht | ||
NAV 22.04.2024 | GBP 15,28 | |
Änderung z. Vortag | 0,43% | |
Morningstar Kategorie™ | Aktien Großbritannien Nebenwerte | |
Valoren | 24429244 | |
ISIN | IE00BLP58C46 | |
Fondsvolumen (Mio) 22.04.2024 | GBP 35,82 | |
Anteilsklassenvol (Mio) 22.04.2024 | GBP 8,22 | |
Ausgabeaufschlag (max.) | - | |
Laufende Kosten 04.03.2024 | 0,98% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
David Cameron-Mowat took over as lead manager of Jupiter UK Smaller Companies Focus in mid-2021. Although his portfolio management experience is limited, he benefits from the backing of a strong team, and he is well versed in the team-wide... | |
Klicken Sie hier, um den Analyst Report zu lesen |
Morningstar Pillars | |
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Fondsmanager | 23 |
Fondsgesellschaft | 23 |
Prozess | 24 |
Performance | |
Kosten |
Anlageziel: Jupiter UK Smaller Companies Focus Fund U1 GBP Inc |
The Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector. |
Returns | ||||||||||
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Management | ||
Fondsmanager Startdatum | ||
David Cameron-Mowat 04.05.2021 | ||
Anteilserstausgabe 29.07.2015 |
Werbung |
Kategorie Benchmark | |
Fondsbenchmark | Morningstar Benchmark |
Numis Smaller Companies Index ex IC | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Was steckt in diesem Fonds? Jupiter UK Smaller Companies Focus Fund U1 GBP Inc | 31.03.2024 |
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Top 5 Positionen | Sektor | % |
JTC PLC Ordinary Shares | Finanzdienstleistungen | 4,41 |
Oxford Instruments PLC | Technologiewerte | 3,90 |
Gamma Communications PLC | Nachrichtenwesen | 3,83 |
Vesuvius PLC | Rohstoffe | 3,43 |
Jet2 PLC Ordinary Shares | Zyklische Konsumgüter | 3,34 |
aufgestockt reduziert neu seit letztem Portfolio | ||
Jupiter UK Smaller Companies Focus Fund U1 GBP Inc |