Rights & Issues Investment Trust Ord (RIII)

Category UK Small-Cap Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Sell

2,300.00p

Buy

2,340.00p

arrow-up40.00p (+1.72%)

Discount/Premium

-10.56%

Estimated NAV

2,593.959p

Prices updated at 27 Nov 2024, 16:35 GMT

Prices minimum 15 mins delay

Prices in GBX

Investment objective

The objective is to exceed the benchmark index over the long term whilst managing risk. The Company invests in equities with an emphasis on smaller companies. UK smaller companies will normally constitute at least 80% of the investment portfolio. UK smaller companies include both listed securities and those quoted on the Alternative Investment Market.

FTSE All-Share

0.19%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Jupiter Unit Trust Managers Ltd

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

31 Dec 2024

Launch date

31 Jul 1962

Lead manager

Matthew Cable

Lead manager start date

03 Oct 2022

Lead fund manager biography

Matt is an Investment Manager in the UK Small & Mid Cap Equities team. Before joining Jupiter, Matt worked at M&G for 11 years, during which time he was a member of the smaller companies team, and was involved in the running of c. £850m of assets. He began his investment career in 2001. Matt has a degree in pharmacology and is a CFA® charterholder.

Head office

The Zig Zag Building

70 Victoria Street

London

United Kingdom

SW1E 6SQ

+44 20 3817 1000

Company website

Important Information

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