Jupiter UK Mid Cap L GBP Acc

Category UK Mid-Cap Equity
star-filled
Last buy/sell price

£3.608

arrow-down£-0.003 (-0.07%)

Fund Code

B1XG799

GB00B1XG7999

Prices updated as at 27 Jun 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.
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.

Growth of 1,000 as of 28 Jun 2024, 01:06

Trailing returns (%) as of 28 Jun 2024, 01:06

Annual performance (%)

YearThis fundUK Mid-Cap Equity
31 Mar 13 - 31 Mar 1425.3322.48
31 Mar 14 - 31 Mar 1511.697.79
31 Mar 15 - 31 Mar 166.924.22
31 Mar 16 - 31 Mar 1724.0014.39
31 Mar 17 - 31 Mar 1810.558.38
31 Mar 18 - 31 Mar 19-8.64-0.98
31 Mar 19 - 31 Mar 20-21.86-18.39
31 Mar 20 - 31 Mar 2169.4549.30
31 Mar 21 - 31 Mar 22-20.67-4.48
31 Mar 22 - 31 Mar 23-24.42-9.74
31 Mar 23 - 31 Mar 248.786.93

Trailing returns (%)

YearThis fundUK Mid-Cap Equity
1 Day-0.65-0.56
1 Month-2.02-1.97
3 Months2.055.16
6 Months4.976.58
1 Year14.2714.67
3 Years annualised-14.26-3.17
5 Years annualised-3.132.67
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.