Jupiter UK Mid Cap L GBP Acc

Category UK Mid-Cap Equity


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Last buy/sell price

£3.6149

arrow-up£0.009 (+0.24%)

Fund Code

B1XG799

GB00B1XG7999

Prices updated as at 07 Nov 2024
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Prices in GBP

Investment objective
The objective of the fund is 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 FTSE 250 ex Investment Trust Index over rolling 3 year periods. The Fund invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies.

Growth of 1,000 as of 07 Nov 2024, 17:11

Trailing returns (%) as of 07 Nov 2024, 17:11

Annual performance (%)

YearThis fundUK Mid-Cap Equity
30 Sep 13 - 30 Sep 149.517.66
30 Sep 14 - 30 Sep 1523.0914.70
30 Sep 15 - 30 Sep 1611.017.82
30 Sep 16 - 30 Sep 1727.7718.43
30 Sep 17 - 30 Sep 185.394.57
30 Sep 18 - 30 Sep 19-10.170.15
30 Sep 19 - 30 Sep 202.89-8.68
30 Sep 20 - 30 Sep 2128.9436.56
30 Sep 21 - 30 Sep 22-46.50-29.87
30 Sep 22 - 30 Sep 230.9710.21
30 Sep 23 - 30 Sep 2418.7318.19

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day0.520.45
1 Month-1.54-0.99
3 Months1.141.23
6 Months2.013.87
1 Year15.1618.48
3 Years annualised-13.27-4.10
5 Years annualised-3.682.23
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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