Jupiter UK Mid Cap L GBP Acc
Category UK Mid-Cap Equity
Last buy/sell price
£3.6149
£0.009 (+0.24%)
Fund Code
B1XG799
GB00B1XG7999
Prices updated as at 07 Nov 2024
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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 07 Nov 2024, 17:11
Trailing returns (%) as of 07 Nov 2024, 17:11
Annual performance (%)
Year | This fund | UK Mid-Cap Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 9.51 | 7.66 |
30 Sep 14 - 30 Sep 15 | 23.09 | 14.70 |
30 Sep 15 - 30 Sep 16 | 11.01 | 7.82 |
30 Sep 16 - 30 Sep 17 | 27.77 | 18.43 |
30 Sep 17 - 30 Sep 18 | 5.39 | 4.57 |
30 Sep 18 - 30 Sep 19 | -10.17 | 0.15 |
30 Sep 19 - 30 Sep 20 | 2.89 | -8.68 |
30 Sep 20 - 30 Sep 21 | 28.94 | 36.56 |
30 Sep 21 - 30 Sep 22 | -46.50 | -29.87 |
30 Sep 22 - 30 Sep 23 | 0.97 | 10.21 |
30 Sep 23 - 30 Sep 24 | 18.73 | 18.19 |
Trailing returns (%)
Year | This fund | UK Mid-Cap Equity |
---|---|---|
1 Day | 0.52 | 0.45 |
1 Month | -1.54 | -0.99 |
3 Months | 1.14 | 1.23 |
6 Months | 2.01 | 3.87 |
1 Year | 15.16 | 18.48 |
3 Years annualised | -13.27 | -4.10 |
5 Years annualised | -3.68 | 2.23 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.